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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 | $186,727 | $95,404+95.7% | $113,397+64.7% | $82,637+126.0% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 14.16% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $459 | $2,307-80.1% | $2,977-84.6% | $2,552-82.0% |
| Participant deferral / active EE | $3,890 | $4,220-7.8% | $5,076-23.4% | $4,126-5.7% |
| Admin fee / account holder | $9,197 | $9,168+0.3% | $11,957-23.1% | $7,339+25.3% |