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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 | $105,267 | $101,778+3.4% | $164,975-36.2% | $80,925+30.1% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.7%-4.0pp |
| Annual return | 18.73% | 16.73%+2.0pp | 70.12%-51.4pp | 35.65%-16.9pp |
| Employer contribution / active EE | $275 | $2,954-90.7% | $4,343-93.7% | $2,756-90.0% |
| Participant deferral / active EE | $2,635 | $4,477-41.1% | $6,033-56.3% | $4,299-38.7% |
| Admin fee / account holder | $10,030 | $8,221+22.0% | $12,688-20.9% | $6,940+44.5% |