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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 | $119,491 | $94,031+27.1% | $115,768+3.2% | $82,448+44.9% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.4%-9.4pp | 68.1%-3.1pp |
| Annual return | 17.14% | 20.61%-3.5pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $233 | $2,323-90.0% | $2,940-92.1% | $2,551-90.9% |
| Participant deferral / active EE | $5,634 | $3,972+41.8% | $4,917+14.6% | $4,139+36.1% |
| Admin fee / account holder | $3,767 | $10,249-63.2% | $12,439-69.7% | $7,234-47.9% |