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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 | $175,643 | $143,969+22.0% | $199,883-12.1% | $82,637+112.5% |
| Participation rate | 63.6% | 84.1%-20.5pp | 86.8%-23.1pp | 68.1%-4.4pp |
| Annual return | 14.71% | 25.67%-11.0pp | 43.81%-29.1pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,401 | $4,632-69.8% | $6,261-77.6% | $2,552-45.1% |
| Participant deferral / active EE | $5,234 | $6,937-24.6% | $9,138-42.7% | $4,126+26.8% |
| Admin fee / account holder | $25,469 | $14,597+74.5% | $17,268+47.5% | $7,339+247.0% |