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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 | $110,572 | $91,559+20.8% | $133,978-17.5% | $79,856+38.5% |
| Participation rate | 65.3% | 73.3%-8.1pp | 79.8%-14.6pp | 69.6%-4.4pp |
| Annual return | 10.59% | 61.85%-51.3pp | 45.10%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $471 | $2,384-80.2% | $3,919-88.0% | $2,471-80.9% |
| Participant deferral / active EE | $2,972 | $3,734-20.4% | $5,047-41.1% | $3,741-20.6% |
| Admin fee / account holder | $21,552 | $6,321+241.0% | $8,930+141.3% | $5,306+306.2% |