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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 | $161,506 | $93,345+73.0% | $119,126+35.6% | $87,485+84.6% |
| Participation rate | 40.3% | 68.7%-28.5pp | 75.8%-35.5pp | 68.9%-28.7pp |
| Annual return | 15.14% | 19.08%-3.9pp | 282.11%-267.0pp | 26.06%-10.9pp |
| Employer contribution / active EE | $641 | $3,172-79.8% | $4,034-84.1% | $2,596-75.3% |
| Participant deferral / active EE | $3,476 | $4,099-15.2% | $5,318-34.6% | $4,274-18.7% |
| Admin fee / account holder | $3,481 | $8,039-56.7% | $10,693-67.4% | $7,775-55.2% |