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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 | $112,347 | $81,208+38.3% | $98,920+13.6% | $79,852+40.7% |
| Participation rate | 60.8% | 72.5%-11.7pp | 76.0%-15.2pp | 69.6%-8.9pp |
| Annual return | 17.72% | 60.99%-43.3pp | 196.47%-178.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $317 | $1,960-83.8% | $2,689-88.2% | $2,471-87.2% |
| Participant deferral / active EE | $2,727 | $3,265-16.5% | $4,245-35.8% | $3,740-27.1% |
| Admin fee / account holder | $9,125 | $6,013+51.8% | $6,643+37.4% | $5,306+72.0% |