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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 | $105,589 | $96,233+9.7% | $137,474-23.2% | $94,015+12.3% |
| Participation rate | 59.3% | 78.3%-19.1pp | 83.5%-24.2pp | 70.8%-11.6pp |
| Annual return | 12.97% | 16.05%-3.1pp | 11.53%+1.4pp | 17.84%-4.9pp |
| Employer contribution / active EE | $437 | $3,713-88.2% | $5,048-91.3% | $2,790-84.3% |
| Participant deferral / active EE | $3,011 | $5,018-40.0% | $6,155-51.1% | $4,249-29.1% |
| Admin fee / account holder | $13,618 | $7,029+93.7% | $10,602+28.4% | $8,951+52.1% |