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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 | $106,342 | $99,053+7.4% | $88,179+20.6% | $138,895-23.4% |
| Participation rate | 38.1% | 74.2%-36.2pp | 69.1%-31.0pp | 79.9%-41.8pp |
| Annual return | 12.58% | 78.17%-65.6pp | 64.97%-52.4pp | 145.39%-132.8pp |
| Employer contribution / active EE | $170 | $2,882-94.1% | $2,549-93.3% | $4,194-96.0% |
| Participant deferral / active EE | $916 | $5,225-82.5% | $4,614-80.1% | $6,396-85.7% |
| Admin fee / account holder | $11,504 | $8,748+31.5% | $7,673+49.9% | $12,562-8.4% |