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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 | $131,382 | $106,749+23.1% | $145,433-9.7% | $82,448+59.4% |
| Participation rate | 59.4% | 75.6%-16.2pp | 82.1%-22.7pp | 68.1%-8.6pp |
| Annual return | 16.13% | 27.59%-11.5pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $520 | $3,444-84.9% | $4,554-88.6% | $2,551-79.6% |
| Participant deferral / active EE | $4,395 | $6,519-32.6% | $7,897-44.3% | $4,139+6.2% |
| Admin fee / account holder | $1,347 | $8,390-83.9% | $13,129-89.7% | $7,234-81.4% |