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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 | $170,349 | $95,404+78.6% | $113,397+50.2% | $82,637+106.1% |
| Participation rate | 64.6% | 72.8%-8.2pp | 76.5%-11.9pp | 68.1%-3.5pp |
| Annual return | 16.97% | 19.08%-2.1pp | 23.20%-6.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $615 | $2,307-73.4% | $2,977-79.4% | $2,552-75.9% |
| Participant deferral / active EE | $3,339 | $4,220-20.9% | $5,076-34.2% | $4,126-19.1% |
| Admin fee / account holder | $2,358 | $9,168-74.3% | $11,957-80.3% | $7,339-67.9% |