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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 | $149,473 | $81,504+83.4% | $102,437+45.9% | $80,959+84.6% |
| Participation rate | 13.3% | 66.9%-53.5pp | 74.5%-61.2pp | 67.7%-54.3pp |
| Annual return | 12.71% | 25.60%-12.9pp | 24.95%-12.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $771 | $3,104-75.1% | $3,871-80.1% | $2,757-72.0% |
| Participant deferral / active EE | $1,889 | $3,871-51.2% | $5,060-62.7% | $4,300-56.1% |
| Admin fee / account holder | $2,279 | $6,719-66.1% | $8,388-72.8% | $6,925-67.1% |