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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 | $76,591 | $48,364+58.4% | $71,796+6.7% | $62,881+21.8% |
| Participation rate | 60.8% | 60.6%+0.1pp | 69.1%-8.4pp | 69.3%-8.5pp |
| Annual return | 10.29% | 13.16%-2.9pp | 78.04%-67.7pp | 20.14%-9.9pp |
| Employer contribution / active EE | $109 | $1,042-89.6% | $1,924-94.3% | $2,281-95.2% |
| Participant deferral / active EE | $3,111 | $2,091+48.8% | $2,794+11.3% | $3,203-2.9% |
| Admin fee / account holder | $1,566 | $3,771-58.5% | $4,815-67.5% | $4,296-63.5% |