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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 | $159,959 | $94,031+70.1% | $115,768+38.2% | $82,448+94.0% |
| Participation rate | 53.1% | 70.4%-17.3pp | 74.4%-21.3pp | 68.1%-14.9pp |
| Annual return | 14.86% | 20.61%-5.8pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $239 | $2,323-89.7% | $2,940-91.9% | $2,551-90.6% |
| Participant deferral / active EE | $3,527 | $3,972-11.2% | $4,917-28.3% | $4,139-14.8% |
| Admin fee / account holder | $22,432 | $10,249+118.9% | $12,439+80.3% | $7,234+210.1% |