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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 | $126,142 | $58,851+114.3% | $115,167+9.5% | $72,977+72.9% |
| Participation rate | 66.1% | 65.5%+0.6pp | 75.9%-9.8pp | 69.5%-3.4pp |
| Annual return | 20.76% | 23.16%-2.4pp | 35.60%-14.8pp | 81.02%-60.3pp |
| Employer contribution / active EE | $457 | $1,798-74.6% | $3,179-85.6% | $2,440-81.3% |
| Participant deferral / active EE | $1,221 | $2,643-53.8% | $4,169-70.7% | $3,608-66.2% |
| Admin fee / account holder | $6,217 | $6,370-2.4% | $7,089-12.3% | $5,124+21.3% |