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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 | $108,734 | $94,031+15.6% | $115,768-6.1% | $82,448+31.9% |
| Participation rate | 47.1% | 70.4%-23.4pp | 74.4%-27.3pp | 68.1%-21.0pp |
| Annual return | 15.97% | 20.61%-4.6pp | 100.46%-84.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $474 | $2,323-79.6% | $2,940-83.9% | $2,551-81.4% |
| Participant deferral / active EE | $3,075 | $3,972-22.6% | $4,917-37.5% | $4,139-25.7% |
| Admin fee / account holder | $2,379 | $10,249-76.8% | $12,439-80.9% | $7,234-67.1% |