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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 | $106,751 | $77,896+37.0% | $134,172-20.4% | $82,448+29.5% |
| Participation rate | 69.8% | 62.8%+7.0pp | 72.5%-2.7pp | 68.1%+1.7pp |
| Annual return | 17.42% | 18.21%-0.8pp | 25.30%-7.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $356 | $2,159-83.5% | $3,420-89.6% | $2,551-86.1% |
| Participant deferral / active EE | $6,375 | $3,162+101.6% | $4,690+35.9% | $4,139+54.0% |
| Admin fee / account holder | $20,609 | $6,336+225.3% | $12,016+71.5% | $7,234+184.9% |