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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 | $155,329 | $70,418+120.6% | $96,570+60.8% | $85,847+80.9% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 11.05% | 18.59%-7.5pp | 37.79%-26.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $262 | $1,413-81.5% | $2,357-88.9% | $2,565-89.8% |
| Participant deferral / active EE | $3,711 | $2,894+28.2% | $3,849-3.6% | $3,952-6.1% |
| Admin fee / account holder | $1,084 | $4,995-78.3% | $6,182-82.5% | $6,261-82.7% |