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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 | $140,948 | $73,787+91.0% | $98,716+42.8% | $82,448+71.0% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.3%-7.2pp | 68.1%-6.0pp |
| Annual return | 12.63% | 18.57%-5.9pp | 31.81%-19.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $310 | $1,511-79.5% | $2,279-86.4% | $2,551-87.9% |
| Participant deferral / active EE | $3,097 | $3,081+0.5% | $4,048-23.5% | $4,139-25.2% |
| Admin fee / account holder | $1,173 | $6,500-81.9% | $8,703-86.5% | $7,234-83.8% |