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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 | $95,519 | $71,230+34.1% | $93,727+1.9% | $80,959+18.0% |
| Participation rate | 17.8% | 60.4%-42.6pp | 68.7%-50.9pp | 67.7%-49.9pp |
| Annual return | 13.10% | 11.26%+1.8pp | 133.83%-120.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $294 | $1,565-81.2% | $2,421-87.9% | $2,757-89.4% |
| Participant deferral / active EE | $1,594 | $4,037-60.5% | $4,417-63.9% | $4,300-62.9% |
| Admin fee / account holder | $7,303 | $6,961+4.9% | $8,292-11.9% | $6,925+5.4% |