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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 | $105,855 | $71,230+48.6% | $93,727+12.9% | $80,959+30.8% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.7%-6.1pp |
| Annual return | 12.80% | 11.26%+1.5pp | 133.83%-121.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $281 | $1,565-82.1% | $2,421-88.4% | $2,757-89.8% |
| Participant deferral / active EE | $1,870 | $4,037-53.7% | $4,417-57.7% | $4,300-56.5% |
| Admin fee / account holder | $22,797 | $6,961+227.5% | $8,292+174.9% | $6,925+229.2% |