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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 | $116,786 | $123,793-5.7% | $177,827-34.3% | $79,858+46.2% |
| Participation rate | 68.0% | 84.7%-16.7pp | 87.7%-19.7pp | 69.6%-1.6pp |
| Annual return | 20.22% | 22.82%-2.6pp | 48.32%-28.1pp | 31.72%-11.5pp |
| Employer contribution / active EE | $243 | $4,095-94.1% | $5,918-95.9% | $2,471-90.2% |
| Participant deferral / active EE | $9,849 | $5,956+65.3% | $7,713+27.7% | $3,740+163.3% |
| Admin fee / account holder | $6,162 | $7,243-14.9% | $12,429-50.4% | $5,306+16.1% |