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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 | $181,513 | $86,940+108.8% | $102,434+77.2% | $80,935+124.3% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.7%-9.0pp |
| Annual return | 16.60% | 18.89%-2.3pp | 29.46%-12.9pp | 35.66%-19.1pp |
| Employer contribution / active EE | $360 | $2,370-84.8% | $3,023-88.1% | $2,757-86.9% |
| Participant deferral / active EE | $3,513 | $4,121-14.8% | $5,055-30.5% | $4,299-18.3% |
| Admin fee / account holder | $7,580 | $8,047-5.8% | $9,462-19.9% | $6,924+9.5% |