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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 | $160,295 | $55,902+186.7% | $76,030+110.8% | $80,959+98.0% |
| Participation rate | 65.5% | 62.1%+3.5pp | 69.1%-3.5pp | 67.7%-2.2pp |
| Annual return | 19.02% | 20.59%-1.6pp | 361.54%-342.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $335 | $1,867-82.0% | $2,688-87.5% | $2,757-87.8% |
| Participant deferral / active EE | $4,448 | $3,051+45.8% | $4,257+4.5% | $4,300+3.4% |
| Admin fee / account holder | $2,737 | $5,239-47.8% | $6,421-57.4% | $6,925-60.5% |