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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 | $99,139 | $73,787+34.4% | $98,716+0.4% | $82,448+20.2% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.3%-11.2pp | 68.1%-10.0pp |
| Annual return | 14.54% | 18.57%-4.0pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $174 | $1,511-88.5% | $2,279-92.4% | $2,551-93.2% |
| Participant deferral / active EE | $7,104 | $3,081+130.5% | $4,048+75.5% | $4,139+71.6% |
| Admin fee / account holder | $13,107 | $6,500+101.6% | $8,703+50.6% | $7,234+81.2% |