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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 | $113,172 | $81,504+38.9% | $102,437+10.5% | $80,959+39.8% |
| Participation rate | 61.3% | 66.9%-5.6pp | 74.5%-13.2pp | 67.7%-6.4pp |
| Annual return | 12.47% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $497 | $3,104-84.0% | $3,871-87.2% | $2,757-82.0% |
| Participant deferral / active EE | $3,465 | $3,871-10.5% | $5,060-31.5% | $4,300-19.4% |
| Admin fee / account holder | $17,231 | $6,719+156.4% | $8,388+105.4% | $6,925+148.8% |