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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 | $188,393 | $110,137+71.1% | $161,149+16.9% | $82,637+128.0% |
| Participation rate | 62.3% | 72.4%-10.0pp | 78.8%-16.5pp | 68.1%-5.7pp |
| Annual return | 13.70% | 20.69%-7.0pp | 21.16%-7.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $542 | $2,856-81.0% | $4,360-87.6% | $2,552-78.8% |
| Participant deferral / active EE | $3,164 | $4,575-30.8% | $6,153-48.6% | $4,126-23.3% |
| Admin fee / account holder | $22,296 | $9,467+135.5% | $15,194+46.7% | $7,339+203.8% |