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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 | $149,521 | $182,442-18.0% | $163,379-8.5% | $138,895+7.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 13.11% | 72.74%-59.6pp | 63.41%-50.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $338 | $4,159-91.9% | $3,752-91.0% | $4,194-91.9% |
| Participant deferral / active EE | $3,403 | $6,817-50.1% | $6,282-45.8% | $6,396-46.8% |
| Admin fee / account holder | $41,681 | $10,396+300.9% | $9,818+324.5% | $12,562+231.8% |