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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 | $104,098+59.0% | $140,514+17.8% | $94,015+76.1% |
| Participation rate | 60.7% | 73.7%-13.0pp | 77.8%-17.1pp | 70.8%-10.1pp |
| Annual return | 16.73% | 15.14%+1.6pp | 14.36%+2.4pp | 17.84%-1.1pp |
| Employer contribution / active EE | $387 | $2,388-83.8% | $3,378-88.5% | $2,790-86.1% |
| Participant deferral / active EE | $3,507 | $4,033-13.0% | $4,919-28.7% | $4,249-17.5% |
| Admin fee / account holder | $52,885 | $10,439+406.6% | $13,697+286.1% | $8,951+490.8% |