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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 | $106,638 | $87,132+22.4% | $105,624+1.0% | $80,959+31.7% |
| Participation rate | 55.3% | 70.4%-15.1pp | 75.3%-20.0pp | 67.7%-12.4pp |
| Annual return | 15.81% | 17.03%-1.2pp | 116.20%-100.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $587 | $2,397-75.5% | $3,168-81.5% | $2,757-78.7% |
| Participant deferral / active EE | $2,802 | $3,985-29.7% | $5,013-44.1% | $4,300-34.9% |
| Admin fee / account holder | $18,318 | $8,449+116.8% | $10,961+67.1% | $6,925+164.5% |