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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 | $146,853 | $90,400+62.4% | $186,193-21.1% | $87,485+67.9% |
| Participation rate | 65.2% | 66.2%-1.0pp | 77.1%-12.0pp | 68.9%-3.8pp |
| Annual return | 14.69% | 22.15%-7.5pp | 78.03%-63.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $349 | $2,170-83.9% | $3,918-91.1% | $2,596-86.5% |
| Participant deferral / active EE | $6,910 | $4,330+59.6% | $6,513+6.1% | $4,274+61.7% |
| Admin fee / account holder | $8,513 | $8,673-1.8% | $11,058-23.0% | $7,775+9.5% |