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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 | $141,185 | $100,194+40.9% | $122,979+14.8% | $86,983+62.3% |
| Participation rate | 62.7% | 73.0%-10.3pp | 77.2%-14.5pp | 69.5%-6.8pp |
| Annual return | 12.40% | 16.47%-4.1pp | 20.12%-7.7pp | 25.83%-13.4pp |
| Employer contribution / active EE | $569 | $2,326-75.5% | $3,062-81.4% | $2,584-78.0% |
| Participant deferral / active EE | $5,206 | $4,133+26.0% | $5,003+4.1% | $4,194+24.1% |
| Admin fee / account holder | $8,469 | $10,148-16.5% | $12,864-34.2% | $7,856+7.8% |