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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 | $140,651 | $145,431-3.3% | $211,142-33.4% | $87,485+60.8% |
| Participation rate | 58.2% | 84.7%-26.5pp | 87.3%-29.1pp | 68.9%-10.7pp |
| Annual return | 30.10% | 27.21%+2.9pp | 46.84%-16.7pp | 26.06%+4.0pp |
| Employer contribution / active EE | $1,056 | $4,662-77.4% | $6,442-83.6% | $2,596-59.3% |
| Participant deferral / active EE | $3,642 | $6,859-46.9% | $9,284-60.8% | $4,274-14.8% |
| Admin fee / account holder | $4,726 | $17,052-72.3% | $19,076-75.2% | $7,775-39.2% |