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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 | $165,515 | $95,453+73.4% | $112,040+47.7% | $82,448+100.8% |
| Participation rate | 60.7% | 72.8%-12.0pp | 76.5%-15.8pp | 68.1%-7.4pp |
| Annual return | 16.73% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $387 | $2,318-83.3% | $2,954-86.9% | $2,551-84.8% |
| Participant deferral / active EE | $3,507 | $4,224-17.0% | $5,098-31.2% | $4,139-15.3% |
| Admin fee / account holder | $52,885 | $9,013+486.7% | $12,098+337.1% | $7,234+631.0% |