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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 | $175,419 | $138,312+26.8% | $122,979+42.6% | $155,188+13.0% |
| Participation rate | 61.5% | 80.2%-18.7pp | 77.2%-15.7pp | 80.8%-19.3pp |
| Annual return | 8.76% | 22.06%-13.3pp | 20.12%-11.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $728 | $3,530-79.4% | $3,062-76.2% | $4,248-82.9% |
| Participant deferral / active EE | $6,355 | $5,592+13.6% | $5,003+27.0% | $6,531-2.7% |
| Admin fee / account holder | $3,489 | $15,089-76.9% | $12,864-72.9% | $14,480-75.9% |