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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 | $156,706 | $58,627+167.3% | $76,735+104.2% | $82,448+90.1% |
| Participation rate | 35.8% | 63.2%-27.4pp | 69.5%-33.7pp | 68.1%-32.2pp |
| Annual return | 16.25% | 39.10%-22.9pp | 29.77%-13.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $282 | $1,729-83.7% | $2,454-88.5% | $2,551-89.0% |
| Participant deferral / active EE | $3,634 | $3,134+16.0% | $4,088-11.1% | $4,139-12.2% |
| Admin fee / account holder | $1,423 | $5,323-73.3% | $7,189-80.2% | $7,234-80.3% |