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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 | $111,676 | $81,487+37.0% | $102,412+9.0% | $80,935+38.0% |
| Participation rate | 47.7% | 66.8%-19.1pp | 74.5%-26.8pp | 67.7%-19.9pp |
| Annual return | 11.78% | 25.60%-13.8pp | 24.94%-13.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $553 | $3,103-82.2% | $3,870-85.7% | $2,757-79.9% |
| Participant deferral / active EE | $3,588 | $3,871-7.3% | $5,060-29.1% | $4,299-16.5% |
| Admin fee / account holder | $7,294 | $6,717+8.6% | $8,388-13.0% | $6,924+5.3% |