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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,314 | $86,949+63.7% | $102,460+38.9% | $80,959+75.8% |
| Participation rate | 44.2% | 72.4%-28.2pp | 76.5%-32.3pp | 67.7%-23.5pp |
| Annual return | 11.78% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $496 | $2,370-79.1% | $3,025-83.6% | $2,757-82.0% |
| Participant deferral / active EE | $3,657 | $4,121-11.3% | $5,056-27.7% | $4,300-15.0% |
| Admin fee / account holder | $17,277 | $8,048+114.7% | $9,460+82.6% | $6,925+149.5% |