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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 | $61,549 | $53,774+14.5% | $134,162-54.1% | $79,856-22.9% |
| Participation rate | 21.4% | 58.8%-37.3pp | 72.2%-50.8pp | 69.6%-48.2pp |
| Annual return | 21.00% | 19.01%+2.0pp | 36.35%-15.3pp | 31.71%-10.7pp |
| Employer contribution / active EE | $190 | $1,322-85.6% | $3,705-94.9% | $2,471-92.3% |
| Participant deferral / active EE | $2,192 | $2,420-9.4% | $3,500-37.4% | $3,741-41.4% |
| Admin fee / account holder | $3,704 | $3,985-7.0% | $6,685-44.6% | $5,306-30.2% |