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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 | $117,203 | $88,672+32.2% | $105,223+11.4% | $82,448+42.2% |
| Participation rate | 59.5% | 67.9%-8.5pp | 75.0%-15.6pp | 68.1%-8.6pp |
| Annual return | 18.84% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $430 | $3,048-85.9% | $3,689-88.3% | $2,551-83.1% |
| Participant deferral / active EE | $5,069 | $4,036+25.6% | $5,072-0.1% | $4,139+22.5% |
| Admin fee / account holder | $2,663 | $7,146-62.7% | $8,859-69.9% | $7,234-63.2% |