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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 | $213,285 | $199,109+7.1% | $173,730+22.8% | $154,746+37.8% |
| Participation rate | 38.5% | 82.8%-44.4pp | 79.6%-41.1pp | 80.7%-42.2pp |
| Annual return | 19.58% | 20.02%-0.4pp | 19.96%-0.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $654 | $5,311-87.7% | $4,577-85.7% | $4,379-85.1% |
| Participant deferral / active EE | $3,919 | $7,113-44.9% | $6,326-38.1% | $6,730-41.8% |
| Admin fee / account holder | $5,298 | $20,916-74.7% | $17,523-69.8% | $14,365-63.1% |