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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 | $175,237 | $86,940+101.6% | $102,434+71.1% | $80,935+116.5% |
| Participation rate | 49.1% | 72.4%-23.3pp | 76.5%-27.5pp | 67.7%-18.6pp |
| Annual return | 23.32% | 18.89%+4.4pp | 29.46%-6.1pp | 35.66%-12.3pp |
| Employer contribution / active EE | $495 | $2,370-79.1% | $3,023-83.6% | $2,757-82.1% |
| Participant deferral / active EE | $3,810 | $4,121-7.5% | $5,055-24.6% | $4,299-11.4% |
| Admin fee / account holder | $9,692 | $8,047+20.4% | $9,462+2.4% | $6,924+40.0% |