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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 | $113,113 | $79,894+41.6% | $135,792-16.7% | $82,637+36.9% |
| Participation rate | 61.4% | 63.0%-1.6pp | 72.6%-11.2pp | 68.1%-6.7pp |
| Annual return | 13.07% | 17.20%-4.1pp | 25.96%-12.9pp | 53.51%-40.4pp |
| Employer contribution / active EE | $191 | $2,165-91.2% | $3,496-94.5% | $2,552-92.5% |
| Participant deferral / active EE | $2,633 | $3,194-17.5% | $4,759-44.7% | $4,126-36.2% |
| Admin fee / account holder | $25,027 | $6,434+289.0% | $12,266+104.0% | $7,339+241.0% |