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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 | $77,619 | $69,273+12.0% | $90,796-14.5% | $82,637-6.1% |
| Participation rate | 56.8% | 64.0%-7.3pp | 69.5%-12.7pp | 68.1%-11.3pp |
| Annual return | 13.30% | 18.37%-5.1pp | 19.29%-6.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $289 | $1,865-84.5% | $2,294-87.4% | $2,552-88.7% |
| Participant deferral / active EE | $3,147 | $3,047+3.3% | $3,822-17.7% | $4,126-23.7% |
| Admin fee / account holder | $4,320 | $5,511-21.6% | $7,024-38.5% | $7,339-41.1% |