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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 | $110,274 | $72,492+52.1% | $87,102+26.6% | $72,983+51.1% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 19.91% | 24.46%-4.5pp | 28.19%-8.3pp | 81.01%-61.1pp |
| Employer contribution / active EE | $431 | $1,894-77.2% | $2,521-82.9% | $2,440-82.3% |
| Participant deferral / active EE | $1,653 | $3,270-49.4% | $4,048-59.2% | $3,608-54.2% |
| Admin fee / account holder | $3,324 | $5,055-34.2% | $7,491-55.6% | $5,124-35.1% |