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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 | $97,550+69.7% | $120,344+37.5% | $87,485+89.2% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.7%-16.0pp | 68.9%-8.2pp |
| Annual return | 16.73% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.3pp |
| Employer contribution / active EE | $387 | $2,291-83.1% | $3,020-87.2% | $2,596-85.1% |
| Participant deferral / active EE | $3,507 | $4,230-17.1% | $5,135-31.7% | $4,274-17.9% |
| Admin fee / account holder | $52,885 | $9,543+454.2% | $12,742+315.1% | $7,775+580.2% |