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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 | $176,441 | $156,398+12.8% | $147,318+19.8% | $138,895+27.0% |
| Participation rate | 15.8% | 83.8%-68.0pp | 82.1%-66.3pp | 79.9%-64.1pp |
| Annual return | 15.30% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $375 | $4,853-92.3% | $4,593-91.8% | $4,194-91.1% |
| Participant deferral / active EE | $3,231 | $8,237-60.8% | $7,906-59.1% | $6,396-49.5% |
| Admin fee / account holder | $2,445 | $14,976-83.7% | $13,708-82.2% | $12,562-80.5% |