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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 | $102,526 | $51,194+100.3% | $70,525+45.4% | $75,173+36.4% |
| Participation rate | 27.6% | 60.9%-33.4pp | 68.4%-40.8pp | 67.2%-39.6pp |
| Annual return | 16.34% | 30.03%-13.7pp | 32.76%-16.4pp | 160.65%-144.3pp |
| Employer contribution / active EE | $155 | $1,826-91.5% | $2,974-94.8% | $2,670-94.2% |
| Participant deferral / active EE | $2,677 | $2,850-6.1% | $4,567-41.4% | $4,126-35.1% |
| Admin fee / account holder | $7,632 | $4,092+86.5% | $6,413+19.0% | $5,651+35.0% |