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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 | $145,716 | $124,425+17.1% | $112,040+30.1% | $137,256+6.2% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 13.19% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $341 | $3,411-90.0% | $2,954-88.4% | $4,156-91.8% |
| Participant deferral / active EE | $1,948 | $5,718-65.9% | $5,098-61.8% | $6,407-69.6% |
| Admin fee / account holder | $5,885 | $15,207-61.3% | $12,098-51.4% | $12,270-52.0% |