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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 | $151,882 | $86,919+74.7% | $102,457+48.2% | $80,911+87.7% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.6%-7.1pp |
| Annual return | 20.34% | 18.90%+1.4pp | 29.41%-9.1pp | 35.63%-15.3pp |
| Employer contribution / active EE | $676 | $2,368-71.5% | $3,022-77.6% | $2,756-75.5% |
| Participant deferral / active EE | $3,292 | $4,119-20.1% | $5,054-34.9% | $4,297-23.4% |
| Admin fee / account holder | $13,226 | $8,049+64.3% | $9,451+39.9% | $6,935+90.7% |