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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 | $105,401 | $88,672+18.9% | $105,223+0.2% | $82,448+27.8% |
| Participation rate | 59.6% | 67.9%-8.3pp | 75.0%-15.4pp | 68.1%-8.4pp |
| Annual return | 17.12% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $659 | $3,048-78.4% | $3,689-82.1% | $2,551-74.2% |
| Participant deferral / active EE | $4,614 | $4,036+14.3% | $5,072-9.0% | $4,139+11.5% |
| Admin fee / account holder | $9,397 | $7,146+31.5% | $8,859+6.1% | $7,234+29.9% |