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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 | $113,113 | $81,403+39.0% | $147,027-23.1% | $87,485+29.3% |
| Participation rate | 61.4% | 63.4%-2.1pp | 73.7%-12.4pp | 68.9%-7.6pp |
| Annual return | 13.07% | 16.51%-3.4pp | 20.23%-7.2pp | 26.06%-13.0pp |
| Employer contribution / active EE | $191 | $2,205-91.4% | $3,626-94.7% | $2,596-92.7% |
| Participant deferral / active EE | $2,633 | $3,315-20.6% | $4,933-46.6% | $4,274-38.4% |
| Admin fee / account holder | $25,027 | $6,755+270.5% | $12,223+104.8% | $7,775+221.9% |