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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 | $153,277 | $89,259+71.7% | $107,187+43.0% | $82,637+85.5% |
| Participation rate | 59.6% | 67.9%-8.3pp | 75.0%-15.4pp | 68.1%-8.4pp |
| Annual return | 14.56% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $356 | $3,080-88.5% | $3,782-90.6% | $2,552-86.1% |
| Participant deferral / active EE | $4,483 | $4,037+11.0% | $5,096-12.0% | $4,126+8.6% |
| Admin fee / account holder | $2,854 | $7,381-61.3% | $9,162-68.8% | $7,339-61.1% |