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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 | $150,180 | $95,404+57.4% | $113,397+32.4% | $82,637+81.7% |
| Participation rate | 36.4% | 72.8%-36.5pp | 76.5%-40.1pp | 68.1%-31.7pp |
| Annual return | 12.42% | 19.08%-6.7pp | 23.20%-10.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $560 | $2,307-75.7% | $2,977-81.2% | $2,552-78.1% |
| Participant deferral / active EE | $3,377 | $4,220-20.0% | $5,076-33.5% | $4,126-18.1% |
| Admin fee / account holder | $13,908 | $9,168+51.7% | $11,957+16.3% | $7,339+89.5% |