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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 | $170,451 | $112,729+51.2% | $98,716+72.7% | $137,256+24.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 17.27% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $369 | $2,725-86.5% | $2,279-83.8% | $4,156-91.1% |
| Participant deferral / active EE | $19,245 | $4,640+314.7% | $4,048+375.5% | $6,407+200.4% |
| Admin fee / account holder | $2,514 | $10,129-75.2% | $8,703-71.1% | $12,270-79.5% |