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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 | $146,673 | $126,661+15.8% | $113,397+29.3% | $138,895+5.6% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 11.39% | 25.05%-13.7pp | 23.20%-11.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $390 | $3,456-88.7% | $2,977-86.9% | $4,194-90.7% |
| Participant deferral / active EE | $1,910 | $5,693-66.5% | $5,076-62.4% | $6,396-70.1% |
| Admin fee / account holder | $36,510 | $14,549+150.9% | $11,957+205.4% | $12,562+190.6% |