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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 | $107,447 | $65,367+64.4% | $92,915+15.6% | $72,976+47.2% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 18.79% | 42.11%-23.3pp | 109.45%-90.7pp | 81.02%-62.2pp |
| Employer contribution / active EE | $542 | $2,594-79.1% | $3,653-85.2% | $2,440-77.8% |
| Participant deferral / active EE | $2,586 | $3,128-17.3% | $4,238-39.0% | $3,608-28.3% |
| Admin fee / account holder | $12,616 | $4,251+196.7% | $5,796+117.7% | $5,124+146.2% |