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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 | $124,115 | $63,354+95.9% | $94,105+31.9% | $82,637+50.2% |
| Participation rate | 62.3% | 63.8%-1.5pp | 71.9%-9.6pp | 68.1%-5.8pp |
| Annual return | 14.37% | 34.36%-20.0pp | 204.55%-190.2pp | 53.51%-39.1pp |
| Employer contribution / active EE | $237 | $1,760-86.5% | $2,504-90.5% | $2,552-90.7% |
| Participant deferral / active EE | $4,575 | $2,873+59.2% | $3,881+17.9% | $4,126+10.9% |
| Admin fee / account holder | $2,719 | $5,073-46.4% | $6,199-56.1% | $7,339-62.9% |