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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 | $135,382 | $100,194+35.1% | $122,979+10.1% | $86,983+55.6% |
| Participation rate | 63.4% | 73.0%-9.6pp | 77.2%-13.8pp | 69.5%-6.1pp |
| Annual return | 20.79% | 16.47%+4.3pp | 20.12%+0.7pp | 25.83%-5.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,385 | $4,133+151.3% | $5,003+107.6% | $4,194+147.6% |
| Admin fee / account holder | $4,158 | $10,148-59.0% | $12,864-67.7% | $7,856-47.1% |