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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 | $142,393 | $67,894+109.7% | $89,340+59.4% | $82,448+72.7% |
| Participation rate | 67.4% | 64.0%+3.3pp | 69.6%-2.2pp | 68.1%-0.7pp |
| Annual return | 12.94% | 19.21%-6.3pp | 20.57%-7.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $187 | $1,828-89.8% | $2,231-91.6% | $2,551-92.7% |
| Participant deferral / active EE | $4,865 | $3,072+58.3% | $3,823+27.3% | $4,139+17.5% |
| Admin fee / account holder | $8,121 | $5,723+41.9% | $6,704+21.1% | $7,234+12.3% |