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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 | $140,389 | $62,672+124.0% | $185,117-24.2% | $70,126+100.2% |
| Participation rate | 63.3% | 63.8%-0.4pp | 77.3%-13.9pp | 69.5%-6.2pp |
| Annual return | 20.49% | 40.79%-20.3pp | 40.50%-20.0pp | 73.15%-52.7pp |
| Employer contribution / active EE | $175 | $1,753-90.0% | $4,182-95.8% | $2,343-92.5% |
| Participant deferral / active EE | $1,128 | $3,272-65.5% | $5,045-77.6% | $3,332-66.1% |
| Admin fee / account holder | $733 | $3,932-81.4% | $8,159-91.0% | $4,645-84.2% |