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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 | $94,570 | $94,031+0.6% | $115,768-18.3% | $82,448+14.7% |
| Participation rate | 61.3% | 70.4%-9.2pp | 74.4%-13.1pp | 68.1%-6.8pp |
| Annual return | 14.19% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $427 | $2,323-81.6% | $2,940-85.5% | $2,551-83.2% |
| Participant deferral / active EE | $3,715 | $3,972-6.5% | $4,917-24.4% | $4,139-10.3% |
| Admin fee / account holder | $15,708 | $10,249+53.3% | $12,439+26.3% | $7,234+117.1% |