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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 | $150,229 | $107,733+39.4% | $92,985+61.6% | $154,746-2.9% |
| Participation rate | 68.8% | 74.6%-5.8pp | 69.5%-0.7pp | 80.7%-12.0pp |
| Annual return | 14.73% | 30.39%-15.7pp | 27.99%-13.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $290 | $3,126-90.7% | $2,662-89.1% | $4,379-93.4% |
| Participant deferral / active EE | $1,450 | $5,053-71.3% | $4,377-66.9% | $6,730-78.5% |
| Admin fee / account holder | $53,902 | $11,369+374.1% | $9,463+469.6% | $14,365+275.2% |