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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 | $113,077 | $102,422+10.4% | $147,117-23.1% | $80,959+39.7% |
| Participation rate | 69.1% | 75.9%-6.7pp | 82.2%-13.0pp | 67.7%+1.5pp |
| Annual return | 17.37% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $674 | $3,717-81.9% | $4,932-86.3% | $2,757-75.5% |
| Participant deferral / active EE | $7,218 | $6,652+8.5% | $8,065-10.5% | $4,300+67.8% |
| Admin fee / account holder | $7,776 | $7,953-2.2% | $12,993-40.2% | $6,925+12.3% |