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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 | $115,582 | $81,446+41.9% | $103,374+11.8% | $80,874+42.9% |
| Participation rate | 63.8% | 66.9%-3.1pp | 74.5%-10.7pp | 67.6%-3.9pp |
| Annual return | 15.79% | 25.57%-9.8pp | 24.89%-9.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $783 | $3,107-74.8% | $3,869-79.8% | $2,756-71.6% |
| Participant deferral / active EE | $6,741 | $3,870+74.2% | $5,058+33.3% | $4,297+56.9% |
| Admin fee / account holder | $9,831 | $6,715+46.4% | $8,394+17.1% | $6,935+41.8% |