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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 | $188,010 | $81,476+130.8% | $102,383+83.6% | $80,925+132.3% |
| Participation rate | 65.3% | 66.8%-1.6pp | 74.5%-9.2pp | 67.7%-2.4pp |
| Annual return | 16.13% | 25.59%-9.5pp | 24.94%-8.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $177 | $3,105-94.3% | $3,870-95.4% | $2,756-93.6% |
| Participant deferral / active EE | $4,538 | $3,871+17.2% | $5,060-10.3% | $4,299+5.6% |
| Admin fee / account holder | $13,078 | $6,717+94.7% | $8,391+55.9% | $6,940+88.4% |