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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 | $141,005 | $87,225+61.7% | $158,226-10.9% | $94,015+50.0% |
| Participation rate | 69.2% | 67.9%+1.3pp | 74.8%-5.6pp | 70.8%-1.6pp |
| Annual return | 12.45% | 16.34%-3.9pp | 501.41%-489.0pp | 17.84%-5.4pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,404 | $3,405+29.3% | $4,317+2.0% | $4,249+3.6% |
| Admin fee / account holder | $1,062 | $7,888-86.5% | $10,217-89.6% | $8,951-88.1% |