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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 | $137,248 | $78,015+75.9% | $178,505-23.1% | $80,959+69.5% |
| Participation rate | 67.2% | 65.7%+1.5pp | 77.1%-9.9pp | 67.7%-0.5pp |
| Annual return | 11.58% | 18.10%-6.5pp | 27.16%-15.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $326 | $2,281-85.7% | $3,955-91.8% | $2,757-88.2% |
| Participant deferral / active EE | $6,693 | $4,406+51.9% | $6,280+6.6% | $4,300+55.6% |
| Admin fee / account holder | $34,007 | $7,160+374.9% | $10,428+226.1% | $6,925+391.0% |