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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 | $124,330 | $86,940+43.0% | $102,434+21.4% | $80,935+53.6% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 17.67% | 18.89%-1.2pp | 29.46%-11.8pp | 35.66%-18.0pp |
| Employer contribution / active EE | $534 | $2,370-77.5% | $3,023-82.3% | $2,757-80.6% |
| Participant deferral / active EE | $4,480 | $4,121+8.7% | $5,055-11.4% | $4,299+4.2% |
| Admin fee / account holder | $1,033 | $8,047-87.2% | $9,462-89.1% | $6,924-85.1% |