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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 | $158,575 | $94,031+68.6% | $115,768+37.0% | $82,448+92.3% |
| Participation rate | 56.4% | 70.4%-14.0pp | 74.4%-18.0pp | 68.1%-11.7pp |
| Annual return | 12.96% | 20.61%-7.6pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $314 | $2,323-86.5% | $2,940-89.3% | $2,551-87.7% |
| Participant deferral / active EE | $2,452 | $3,972-38.3% | $4,917-50.1% | $4,139-40.8% |
| Admin fee / account holder | $10,882 | $10,249+6.2% | $12,439-12.5% | $7,234+50.4% |