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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 | $173,211 | $123,898+39.8% | $116,538+48.6% | $155,188+11.6% |
| Participation rate | 37.5% | 83.7%-46.2pp | 82.6%-45.1pp | 80.8%-43.3pp |
| Annual return | 13.10% | 16.04%-2.9pp | 17.97%-4.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $412 | $4,739-91.3% | $4,541-90.9% | $4,248-90.3% |
| Participant deferral / active EE | $2,425 | $6,400-62.1% | $6,207-60.9% | $6,531-62.9% |
| Admin fee / account holder | $504 | $9,174-94.5% | $8,737-94.2% | $14,480-96.5% |