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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 | $126,719 | $100,784+25.7% | $191,597-33.9% | $82,637+53.3% |
| Participation rate | 66.3% | 70.5%-4.2pp | 76.9%-10.6pp | 68.1%-1.8pp |
| Annual return | 17.60% | 18.13%-0.5pp | 27.07%-9.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $288 | $3,102-90.7% | $5,025-94.3% | $2,552-88.7% |
| Participant deferral / active EE | $3,077 | $4,937-37.7% | $6,850-55.1% | $4,126-25.4% |
| Admin fee / account holder | $22,462 | $10,062+123.2% | $22,799-1.5% | $7,339+206.1% |