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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 | $92,733 | $58,099+59.6% | $76,902+20.6% | $75,177+23.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.6%-9.6pp | 67.2%-7.2pp |
| Annual return | 17.34% | 26.71%-9.4pp | 37.91%-20.6pp | 160.75%-143.4pp |
| Employer contribution / active EE | $147 | $1,996-92.6% | $2,534-94.2% | $2,671-94.5% |
| Participant deferral / active EE | $3,054 | $2,999+1.8% | $3,833-20.3% | $4,126-26.0% |
| Admin fee / account holder | $1,044 | $4,778-78.1% | $5,479-80.9% | $5,651-81.5% |