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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 | $102,766 | $87,037+18.1% | $106,201-3.2% | $80,874+27.1% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.1pp | 67.6%+1.6pp |
| Annual return | 16.32% | 17.05%-0.7pp | 116.26%-99.9pp | 35.62%-19.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,187 | $3,986+5.0% | $5,012-16.5% | $4,297-2.6% |
| Admin fee / account holder | $1,308 | $8,434-84.5% | $11,039-88.2% | $6,935-81.1% |