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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 | $106,576 | $66,319+60.7% | $93,621+13.8% | $65,186+63.5% |
| Participation rate | 62.5% | 74.0%-11.5pp | 75.8%-13.3pp | 70.2%-7.7pp |
| Annual return | 23.94% | 42.59%-18.6pp | 32.76%-8.8pp | 29.39%-5.4pp |
| Employer contribution / active EE | $287 | $2,013-85.8% | $2,719-89.5% | $2,177-86.8% |
| Participant deferral / active EE | $2,031 | $3,343-39.3% | $4,070-50.1% | $3,514-42.2% |
| Admin fee / account holder | $11,707 | $6,900+69.7% | $7,890+48.4% | $847+1281.8% |