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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 | $116,151 | $100,194+15.9% | $122,979-5.6% | $86,983+33.5% |
| Participation rate | 52.3% | 73.0%-20.7pp | 77.2%-24.9pp | 69.5%-17.2pp |
| Annual return | 11.69% | 16.47%-4.8pp | 20.12%-8.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $255 | $2,326-89.0% | $3,062-91.7% | $2,584-90.1% |
| Participant deferral / active EE | $3,624 | $4,133-12.3% | $5,003-27.6% | $4,194-13.6% |
| Admin fee / account holder | $13,667 | $10,148+34.7% | $12,864+6.2% | $7,856+74.0% |