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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 | $117,529 | $106,749+10.1% | $145,433-19.2% | $82,448+42.5% |
| Participation rate | 69.7% | 75.6%-6.0pp | 82.1%-12.4pp | 68.1%+1.6pp |
| Annual return | 14.31% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $517 | $3,444-85.0% | $4,554-88.6% | $2,551-79.7% |
| Participant deferral / active EE | $3,694 | $6,519-43.3% | $7,897-53.2% | $4,139-10.8% |
| Admin fee / account holder | $3,488 | $8,390-58.4% | $13,129-73.4% | $7,234-51.8% |