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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 | $110,898 | $85,515+29.7% | $112,040-1.0% | $67,986+63.1% |
| Participation rate | 40.1% | 68.2%-28.1pp | 76.5%-36.4pp | 57.2%-17.1pp |
| Annual return | 15.84% | 29.68%-13.8pp | 24.52%-8.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $258 | $2,191-88.2% | $2,954-91.3% | $2,019-87.2% |
| Participant deferral / active EE | $2,168 | $4,014-46.0% | $5,098-57.5% | $3,358-35.4% |
| Admin fee / account holder | $6,383 | $3,774+69.2% | $12,098-47.2% | $3,203+99.3% |