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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 | $125,870 | $73,787+70.6% | $98,716+27.5% | $82,448+52.7% |
| Participation rate | 67.9% | 61.4%+6.5pp | 69.3%-1.3pp | 68.1%-0.1pp |
| Annual return | 18.02% | 18.57%-0.5pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | -$108 | $1,511-107.1% | $2,279-104.7% | $2,551-104.2% |
| Participant deferral / active EE | $2,530 | $3,081-17.9% | $4,048-37.5% | $4,139-38.9% |
| Admin fee / account holder | $6,804 | $6,500+4.7% | $8,703-21.8% | $7,234-5.9% |