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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 | $148,436 | $97,550+52.2% | $120,344+23.3% | $87,485+69.7% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.7%-16.2pp | 68.9%-8.4pp |
| Annual return | 15.49% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.6pp |
| Employer contribution / active EE | $607 | $2,291-73.5% | $3,020-79.9% | $2,596-76.6% |
| Participant deferral / active EE | $4,049 | $4,230-4.3% | $5,135-21.1% | $4,274-5.3% |
| Admin fee / account holder | $1,387 | $9,543-85.5% | $12,742-89.1% | $7,775-82.2% |