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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 | $175,978 | $114,712+53.4% | $173,730+1.3% | $87,485+101.2% |
| Participation rate | 68.3% | 73.0%-4.7pp | 79.6%-11.3pp | 68.9%-0.6pp |
| Annual return | 14.14% | 20.18%-6.0pp | 19.96%-5.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $148 | $2,904-94.9% | $4,577-96.8% | $2,596-94.3% |
| Participant deferral / active EE | $6,806 | $4,642+46.6% | $6,326+7.6% | $4,274+59.2% |
| Admin fee / account holder | $3,806 | $10,210-62.7% | $17,523-78.3% | $7,775-51.0% |