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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 | $96,731+58.5% | $123,973+23.6% | $86,983+76.2% |
| Participation rate | 59.6% | 70.0%-10.4pp | 76.7%-17.0pp | 69.5%-9.9pp |
| Annual return | 14.56% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $356 | $3,297-89.2% | $4,126-91.4% | $2,584-86.2% |
| Participant deferral / active EE | $4,483 | $4,152+8.0% | $5,247-14.6% | $4,194+6.9% |
| Admin fee / account holder | $2,854 | $8,722-67.3% | $11,799-75.8% | $7,856-63.7% |