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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 | $171,980 | $136,860+25.7% | $120,344+42.9% | $154,746+11.1% |
| Participation rate | 69.6% | 79.9%-10.3pp | 76.7%-7.1pp | 80.7%-11.1pp |
| Annual return | 14.16% | 21.38%-7.2pp | 20.30%-6.1pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,410 | $5,793-6.6% | $5,135+5.4% | $6,730-19.6% |
| Admin fee / account holder | $16,839 | $15,393+9.4% | $12,742+32.2% | $14,365+17.2% |