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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 | $172,447 | $74,706+130.8% | $75,731+127.7% | $79,389+117.2% |
| Participation rate | 66.7% | 75.3%-8.7pp | 74.8%-8.2pp | 70.7%-4.0pp |
| Annual return | 26.27% | 18.52%+7.7pp | 104.65%-78.4pp | 116.89%-90.6pp |
| Employer contribution / active EE | $97 | $2,590-96.2% | $2,743-96.5% | $2,428-96.0% |
| Participant deferral / active EE | $2,457 | $3,533-30.4% | $3,820-35.7% | $4,046-39.3% |
| Admin fee / account holder | $30,616 | $374+8075.6% | $3,620+745.7% | $626+4787.5% |