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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 | $181,769 | $86,949+109.1% | $102,460+77.4% | $80,959+124.5% |
| Participation rate | 69.6% | 72.4%-2.8pp | 76.5%-6.9pp | 67.7%+1.9pp |
| Annual return | 14.80% | 18.89%-4.1pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $433 | $2,370-81.7% | $3,025-85.7% | $2,757-84.3% |
| Participant deferral / active EE | $2,326 | $4,121-43.6% | $5,056-54.0% | $4,300-45.9% |
| Admin fee / account holder | $7,284 | $8,048-9.5% | $9,460-23.0% | $6,925+5.2% |