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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 | $97,648+22.4% | $121,663-1.8% | $87,485+36.6% |
| Participation rate | 65.0% | 70.5%-5.5pp | 74.5%-9.5pp | 68.9%-3.9pp |
| Annual return | 17.14% | 18.03%-0.9pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $233 | $2,300-89.9% | $3,020-92.3% | $2,596-91.0% |
| Participant deferral / active EE | $5,634 | $3,923+43.6% | $4,887+15.3% | $4,274+31.8% |
| Admin fee / account holder | $3,767 | $11,100-66.1% | $14,289-73.6% | $7,775-51.5% |