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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 | $123,225 | $87,059+41.5% | $105,608+16.7% | $80,925+52.3% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 15.01% | 17.05%-2.0pp | 116.50%-101.5pp | 35.65%-20.6pp |
| Employer contribution / active EE | $391 | $2,396-83.7% | $3,167-87.6% | $2,756-85.8% |
| Participant deferral / active EE | $3,549 | $3,986-11.0% | $5,010-29.2% | $4,299-17.4% |
| Admin fee / account holder | $1,618 | $8,443-80.8% | $11,028-85.3% | $6,940-76.7% |