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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 | $126,036 | $58,627+115.0% | $76,735+64.2% | $82,448+52.9% |
| Participation rate | 65.7% | 63.2%+2.5pp | 69.5%-3.8pp | 68.1%-2.4pp |
| Annual return | 14.79% | 39.10%-24.3pp | 29.77%-15.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $279 | $1,729-83.9% | $2,454-88.6% | $2,551-89.1% |
| Participant deferral / active EE | $5,040 | $3,134+60.8% | $4,088+23.3% | $4,139+21.8% |
| Admin fee / account holder | $792 | $5,323-85.1% | $7,189-89.0% | $7,234-89.0% |