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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 | $200,637 | $199,109+0.8% | $173,730+15.5% | $154,746+29.7% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.6%-14.4pp | 80.7%-15.5pp |
| Annual return | 14.52% | 20.02%-5.5pp | 19.96%-5.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $711 | $5,311-86.6% | $4,577-84.5% | $4,379-83.8% |
| Participant deferral / active EE | $9,529 | $7,113+34.0% | $6,326+50.6% | $6,730+41.6% |
| Admin fee / account holder | $4,815 | $20,916-77.0% | $17,523-72.5% | $14,365-66.5% |