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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 | $115,503 | $91,559+26.2% | $133,978-13.8% | $79,856+44.6% |
| Participation rate | 61.3% | 73.3%-12.1pp | 79.8%-18.6pp | 69.6%-8.4pp |
| Annual return | 19.90% | 61.85%-42.0pp | 45.10%-25.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $264 | $2,384-88.9% | $3,919-93.3% | $2,471-89.3% |
| Participant deferral / active EE | $2,708 | $3,734-27.5% | $5,047-46.4% | $3,741-27.6% |
| Admin fee / account holder | $2,926 | $6,321-53.7% | $8,930-67.2% | $5,306-44.9% |