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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 | $99,533 | $94,031+5.9% | $115,768-14.0% | $82,448+20.7% |
| Participation rate | 23.5% | 70.4%-46.9pp | 74.4%-50.9pp | 68.1%-44.5pp |
| Annual return | 17.16% | 20.61%-3.4pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $572 | $2,323-75.4% | $2,940-80.5% | $2,551-77.6% |
| Participant deferral / active EE | $2,242 | $3,972-43.5% | $4,917-54.4% | $4,139-45.8% |
| Admin fee / account holder | $16,159 | $10,249+57.7% | $12,439+29.9% | $7,234+123.4% |