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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 | $105,823 | $81,487+29.9% | $102,412+3.3% | $80,935+30.7% |
| Participation rate | 14.1% | 66.8%-52.8pp | 74.5%-60.4pp | 67.7%-53.6pp |
| Annual return | 13.83% | 25.60%-11.8pp | 24.94%-11.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $657 | $3,103-78.8% | $3,870-83.0% | $2,757-76.2% |
| Participant deferral / active EE | $1,903 | $3,871-50.8% | $5,060-62.4% | $4,299-55.7% |
| Admin fee / account holder | $18,718 | $6,717+178.7% | $8,388+123.2% | $6,924+170.3% |