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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 | $105,377 | $87,106+21.0% | $105,607-0.2% | $80,935+30.2% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.3%-6.2pp | 67.7%+1.4pp |
| Annual return | 11.14% | 17.01%-5.9pp | 116.11%-105.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $591 | $2,396-75.3% | $3,167-81.3% | $2,757-78.6% |
| Participant deferral / active EE | $4,717 | $3,986+18.3% | $5,011-5.9% | $4,299+9.7% |
| Admin fee / account holder | $2,539 | $8,447-69.9% | $10,958-76.8% | $6,924-63.3% |