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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 | $74,535+89.1% | $100,712+40.0% | $82,637+70.6% |
| Participation rate | 62.1% | 61.2%+0.9pp | 69.3%-7.2pp | 68.1%-6.0pp |
| Annual return | 12.63% | 18.92%-6.3pp | 33.27%-20.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $310 | $1,503-79.4% | $2,313-86.6% | $2,552-87.9% |
| Participant deferral / active EE | $3,097 | $3,074+0.8% | $4,085-24.2% | $4,126-24.9% |
| Admin fee / account holder | $1,173 | $6,576-82.2% | $9,256-87.3% | $7,339-84.0% |