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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 | $176,727 | $126,661+39.5% | $113,397+55.8% | $138,895+27.2% |
| Participation rate | 10.0% | 79.4%-69.4pp | 76.5%-66.5pp | 79.9%-69.9pp |
| Annual return | 16.61% | 25.05%-8.4pp | 23.20%-6.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $446 | $3,456-87.1% | $2,977-85.0% | $4,194-89.4% |
| Participant deferral / active EE | $2,275 | $5,693-60.0% | $5,076-55.2% | $6,396-64.4% |
| Admin fee / account holder | $784 | $14,549-94.6% | $11,957-93.4% | $12,562-93.8% |