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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 | $115,076 | $72,273+59.2% | $101,275+13.6% | $79,856+44.1% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 13.90% | 22.30%-8.4pp | 46.48%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $590 | $2,691-78.1% | $3,660-83.9% | $2,471-76.1% |
| Participant deferral / active EE | $2,746 | $3,282-16.3% | $4,371-37.2% | $3,741-26.6% |
| Admin fee / account holder | $7,346 | $4,401+66.9% | $5,948+23.5% | $5,306+38.4% |