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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 | $233,821 | $86,940+168.9% | $102,434+128.3% | $80,935+188.9% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.9pp | 67.7%0pp |
| Annual return | 17.92% | 18.89%-1.0pp | 29.46%-11.5pp | 35.66%-17.7pp |
| Employer contribution / active EE | $290 | $2,370-87.8% | $3,023-90.4% | $2,757-89.5% |
| Participant deferral / active EE | $5,300 | $4,121+28.6% | $5,055+4.9% | $4,299+23.3% |
| Admin fee / account holder | $18,012 | $8,047+123.8% | $9,462+90.4% | $6,924+160.1% |