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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 | $132,014 | $91,559+44.2% | $133,971-1.5% | $79,852+65.3% |
| Participation rate | 59.7% | 73.3%-13.6pp | 79.8%-20.1pp | 69.6%-9.9pp |
| Annual return | 18.79% | 61.85%-43.1pp | 45.09%-26.3pp | 31.72%-12.9pp |
| Employer contribution / active EE | $14 | $2,384-99.4% | $3,919-99.7% | $2,471-99.4% |
| Participant deferral / active EE | $4,028 | $3,734+7.9% | $5,047-20.2% | $3,740+7.7% |
| Admin fee / account holder | $1,128 | $6,321-82.2% | $8,929-87.4% | $5,306-78.7% |