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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 | $111,553 | $109,359+2.0% | $162,185-31.2% | $72,976+52.9% |
| Participation rate | 61.9% | 84.3%-22.4pp | 87.6%-25.7pp | 69.5%-7.6pp |
| Annual return | 24.43% | 25.46%-1.0pp | 115.61%-91.2pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,071 | $3,907-72.6% | $5,613-80.9% | $2,440-56.1% |
| Participant deferral / active EE | $3,086 | $5,481-43.7% | $7,297-57.7% | $3,608-14.5% |
| Admin fee / account holder | $2,138 | $7,972-73.2% | $10,844-80.3% | $5,124-58.3% |