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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 | $151,755 | $58,523+159.3% | $99,470+52.6% | $72,983+107.9% |
| Participation rate | 64.3% | 64.6%-0.3pp | 73.8%-9.6pp | 69.5%-5.2pp |
| Annual return | 22.04% | 28.51%-6.5pp | 30.72%-8.7pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,664 | $2,606+2.2% | $3,619-26.4% | $3,608-26.2% |
| Admin fee / account holder | $2,936 | $4,102-28.4% | $6,252-53.0% | $5,124-42.7% |