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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 | $156,458 | $101,798+53.7% | $165,071-5.2% | $80,935+93.3% |
| Participation rate | 60.6% | 71.8%-11.2pp | 78.6%-18.0pp | 67.7%-7.1pp |
| Annual return | 13.45% | 16.73%-3.3pp | 70.17%-56.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $291 | $2,954-90.1% | $4,347-93.3% | $2,757-89.4% |
| Participant deferral / active EE | $6,808 | $4,476+52.1% | $6,035+12.8% | $4,299+58.3% |
| Admin fee / account holder | $17,225 | $8,221+109.5% | $12,695+35.7% | $6,924+148.8% |