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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 | $162,124 | $72,012+125.1% | $185,827-12.8% | $79,858+103.0% |
| Participation rate | 56.0% | 65.8%-9.8pp | 78.0%-22.0pp | 69.6%-13.6pp |
| Annual return | 19.19% | 23.12%-3.9pp | 35.96%-16.8pp | 31.72%-12.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,976 | $3,779+31.7% | $5,633-11.7% | $3,740+33.0% |
| Admin fee / account holder | $1,145 | $4,513-74.6% | $9,502-87.9% | $5,306-78.4% |