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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 | $107,654 | $76,383+40.9% | $121,663-11.5% | $64,340+67.3% |
| Participation rate | 66.1% | 60.4%+5.7pp | 74.5%-8.4pp | 55.2%+10.9pp |
| Annual return | 19.01% | 16.98%+2.0pp | 147.54%-128.5pp | 24.14%-5.1pp |
| Employer contribution / active EE | $513 | $1,943-73.6% | $3,020-83.0% | $1,862-72.4% |
| Participant deferral / active EE | $2,620 | $3,149-16.8% | $4,887-46.4% | $2,980-12.1% |
| Admin fee / account holder | $10,701 | $4,142+158.4% | $14,289-25.1% | $3,703+189.0% |