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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 | $100,194+65.2% | $122,979+34.6% | $86,983+90.3% |
| Participation rate | 60.7% | 73.0%-12.3pp | 77.2%-16.5pp | 69.5%-8.8pp |
| Annual return | 16.73% | 16.47%+0.3pp | 20.12%-3.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $387 | $2,326-83.3% | $3,062-87.4% | $2,584-85.0% |
| Participant deferral / active EE | $3,507 | $4,133-15.1% | $5,003-29.9% | $4,194-16.4% |
| Admin fee / account holder | $52,885 | $10,148+421.2% | $12,864+311.1% | $7,856+573.2% |