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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 | $175,722 | $140,592+25.0% | $123,105+42.7% | $125,389+40.1% |
| Participation rate | 55.6% | 88.2%-32.6pp | 86.8%-31.2pp | 83.2%-27.6pp |
| Annual return | 0.52% | 16.80%-16.3pp | 13.22%-12.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,051 | $6,041-82.6% | $5,151-79.6% | $4,866-78.4% |
| Participant deferral / active EE | $9,359 | $6,980+34.1% | $6,229+50.2% | $5,352+74.9% |
| Admin fee / account holder | $6,651 | $11,198-40.6% | $9,014-26.2% | $9,541-30.3% |