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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 | $124,662 | $95,404+30.7% | $113,397+9.9% | $82,637+50.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 17.70% | 19.08%-1.4pp | 23.20%-5.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $567 | $2,307-75.4% | $2,977-81.0% | $2,552-77.8% |
| Participant deferral / active EE | $2,266 | $4,220-46.3% | $5,076-55.4% | $4,126-45.1% |
| Admin fee / account holder | $1,077 | $9,168-88.2% | $11,957-91.0% | $7,339-85.3% |