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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 | $112,669 | $101,778+10.7% | $164,975-31.7% | $80,925+39.2% |
| Participation rate | 59.1% | 71.8%-12.7pp | 78.6%-19.5pp | 67.7%-8.6pp |
| Annual return | 16.05% | 16.73%-0.7pp | 70.12%-54.1pp | 35.65%-19.6pp |
| Employer contribution / active EE | $173 | $2,954-94.1% | $4,343-96.0% | $2,756-93.7% |
| Participant deferral / active EE | $3,262 | $4,477-27.1% | $6,033-45.9% | $4,299-24.1% |
| Admin fee / account holder | $12,096 | $8,221+47.1% | $12,688-4.7% | $6,940+74.3% |