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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 | $119,418 | $110,137+8.4% | $161,149-25.9% | $82,637+44.5% |
| Participation rate | 65.6% | 72.4%-6.8pp | 78.8%-13.3pp | 68.1%-2.5pp |
| Annual return | 14.36% | 20.69%-6.3pp | 21.16%-6.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $469 | $2,856-83.6% | $4,360-89.2% | $2,552-81.6% |
| Participant deferral / active EE | $4,752 | $4,575+3.9% | $6,153-22.8% | $4,126+15.2% |
| Admin fee / account holder | $5,737 | $9,467-39.4% | $15,194-62.2% | $7,339-21.8% |