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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 | $60,998 | $49,255+23.8% | $70,494-13.5% | $79,856-23.6% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 69.6%-3.0pp |
| Annual return | 7.90% | 30.10%-22.2pp | 109.16%-101.3pp | 31.71%-23.8pp |
| Employer contribution / active EE | $295 | $2,100-86.0% | $2,738-89.2% | $2,471-88.1% |
| Participant deferral / active EE | $4,198 | $2,768+51.6% | $3,711+13.1% | $3,741+12.2% |
| Admin fee / account holder | $13,368 | $2,879+364.3% | $3,848+247.4% | $5,306+151.9% |