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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 | $86,593 | $55,713+55.4% | $75,901+14.1% | $72,975+18.7% |
| Participation rate | 63.4% | 61.1%+2.3pp | 69.3%-5.9pp | 69.5%-6.1pp |
| Annual return | 17.91% | 27.60%-9.7pp | 30.76%-12.9pp | 81.01%-63.1pp |
| Employer contribution / active EE | $282 | $1,687-83.3% | $2,501-88.7% | $2,440-88.5% |
| Participant deferral / active EE | $5,030 | $2,634+90.9% | $3,603+39.6% | $3,608+39.4% |
| Admin fee / account holder | $7,500 | $3,980+88.4% | $5,420+38.4% | $5,124+46.4% |