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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 | $212,008 | $95,453+122.1% | $112,040+89.2% | $82,448+157.1% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.5%-15.7pp | 68.1%-7.3pp |
| Annual return | 14.57% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $480 | $2,318-79.3% | $2,954-83.8% | $2,551-81.2% |
| Participant deferral / active EE | $4,937 | $4,224+16.9% | $5,098-3.2% | $4,139+19.3% |
| Admin fee / account holder | $8,953 | $9,013-0.7% | $12,098-26.0% | $7,234+23.8% |