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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 | $156,738 | $136,860+14.5% | $120,344+30.2% | $154,746+1.3% |
| Participation rate | 63.2% | 79.9%-16.7pp | 76.7%-13.6pp | 80.7%-17.5pp |
| Annual return | 15.21% | 21.38%-6.2pp | 20.30%-5.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,076 | $5,793+4.9% | $5,135+18.3% | $6,730-9.7% |
| Admin fee / account holder | $13,884 | $15,393-9.8% | $12,742+9.0% | $14,365-3.4% |