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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 | $81,403+31.1% | $147,027-27.4% | $87,485+22.0% |
| Participation rate | 69.8% | 63.4%+6.3pp | 73.7%-4.0pp | 68.9%+0.8pp |
| Annual return | 17.42% | 16.51%+0.9pp | 20.23%-2.8pp | 26.06%-8.6pp |
| Employer contribution / active EE | $356 | $2,205-83.9% | $3,626-90.2% | $2,596-86.3% |
| Participant deferral / active EE | $6,375 | $3,315+92.3% | $4,933+29.2% | $4,274+49.2% |
| Admin fee / account holder | $20,609 | $6,755+205.1% | $12,223+68.6% | $7,775+165.1% |