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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 | $166,114 | $95,453+74.0% | $112,040+48.3% | $82,448+101.5% |
| Participation rate | 25.7% | 72.8%-47.1pp | 76.5%-50.8pp | 68.1%-42.4pp |
| Annual return | 14.12% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $267 | $2,318-88.5% | $2,954-91.0% | $2,551-89.5% |
| Participant deferral / active EE | $2,302 | $4,224-45.5% | $5,098-54.8% | $4,139-44.4% |
| Admin fee / account holder | $11,211 | $9,013+24.4% | $12,098-7.3% | $7,234+55.0% |