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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 | $112,088 | $76,371+46.8% | $93,621+19.7% | $72,976+53.6% |
| Participation rate | 67.5% | 71.8%-4.3pp | 75.8%-8.3pp | 69.5%-2.0pp |
| Annual return | 18.37% | 25.82%-7.4pp | 32.76%-14.4pp | 81.02%-62.6pp |
| Employer contribution / active EE | $248 | $2,276-89.1% | $2,719-90.9% | $2,440-89.8% |
| Participant deferral / active EE | $3,678 | $3,538+3.9% | $4,070-9.6% | $3,608+1.9% |
| Admin fee / account holder | $10,346 | $6,839+51.3% | $7,890+31.1% | $5,124+101.9% |