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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 | $105,569 | $54,541+93.6% | $78,778+34.0% | $70,126+50.5% |
| Participation rate | 45.7% | 60.8%-15.1pp | 69.2%-23.5pp | 69.5%-23.9pp |
| Annual return | 13.23% | 21.07%-7.8pp | 35.62%-22.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $144 | $1,089-86.8% | $1,986-92.8% | $2,343-93.9% |
| Participant deferral / active EE | $4,370 | $2,210+97.7% | $2,958+47.7% | $3,332+31.1% |
| Admin fee / account holder | $2,443 | $3,709-34.1% | $5,134-52.4% | $4,645-47.4% |