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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 | $86,131 | $67,602+27.4% | $82,312+4.6% | $70,126+22.8% |
| Participation rate | 68.5% | 72.8%-4.3pp | 76.9%-8.4pp | 69.5%-1.0pp |
| Annual return | 20.15% | 21.57%-1.4pp | 25.88%-5.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $287 | $1,755-83.7% | $2,428-88.2% | $2,343-87.8% |
| Participant deferral / active EE | $2,930 | $2,987-1.9% | $3,706-20.9% | $3,332-12.1% |
| Admin fee / account holder | $2,901 | $4,512-35.7% | $5,608-48.3% | $4,645-37.5% |