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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 | $114,992 | $101,795+13.0% | $165,100-30.4% | $80,959+42.0% |
| Participation rate | 61.9% | 71.8%-9.9pp | 78.6%-16.7pp | 67.7%-5.8pp |
| Annual return | 12.19% | 16.73%-4.5pp | 70.21%-58.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $569 | $2,954-80.7% | $4,348-86.9% | $2,757-79.4% |
| Participant deferral / active EE | $5,353 | $4,476+19.6% | $6,035-11.3% | $4,300+24.5% |
| Admin fee / account holder | $2,403 | $8,221-70.8% | $12,696-81.1% | $6,925-65.3% |