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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 | $156,082 | $94,031+66.0% | $115,768+34.8% | $82,448+89.3% |
| Participation rate | 68.6% | 70.4%-1.8pp | 74.4%-5.8pp | 68.1%+0.5pp |
| Annual return | 16.25% | 20.61%-4.4pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,707 | $3,972+43.7% | $4,917+16.1% | $4,139+37.9% |
| Admin fee / account holder | $21,563 | $10,249+110.4% | $12,439+73.3% | $7,234+198.1% |