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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 | $109,381 | $80,983+35.1% | $96,544+13.3% | $75,177+45.5% |
| Participation rate | 51.9% | 71.8%-19.9pp | 76.0%-24.1pp | 67.2%-15.4pp |
| Annual return | 18.79% | 27.05%-8.3pp | 25.88%-7.1pp | 160.75%-142.0pp |
| Employer contribution / active EE | $478 | $2,282-79.1% | $2,966-83.9% | $2,671-82.1% |
| Participant deferral / active EE | $4,162 | $3,929+5.9% | $4,851-14.2% | $4,126+0.9% |
| Admin fee / account holder | $9,110 | $6,717+35.6% | $8,254+10.4% | $5,651+61.2% |