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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 | $99,506 | $83,485+19.2% | $125,195-20.5% | $72,976+36.4% |
| Participation rate | 67.9% | 73.3%-5.4pp | 79.8%-11.9pp | 69.5%-1.6pp |
| Annual return | 18.06% | 25.77%-7.7pp | 43.79%-25.7pp | 81.02%-63.0pp |
| Employer contribution / active EE | $447 | $2,346-80.9% | $3,866-88.4% | $2,440-81.7% |
| Participant deferral / active EE | $4,343 | $3,586+21.1% | $4,937-12.0% | $3,608+20.4% |
| Admin fee / account holder | $9,787 | $5,518+77.4% | $9,704+0.9% | $5,124+91.0% |