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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 | $80,506 | $93,617-14.0% | $135,982-40.8% | $75,177+7.1% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 17.87% | 30.89%-13.0pp | 68.32%-50.5pp | 160.75%-142.9pp |
| Employer contribution / active EE | $670 | $3,538-81.1% | $4,859-86.2% | $2,671-74.9% |
| Participant deferral / active EE | $3,224 | $6,406-49.7% | $7,760-58.5% | $4,126-21.9% |
| Admin fee / account holder | $985 | $6,980-85.9% | $10,767-90.8% | $5,651-82.6% |