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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 | $134,250 | $110,379+21.6% | $102,412+31.1% | $145,884-8.0% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 12.68% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $400 | $4,216-90.5% | $3,870-89.7% | $4,662-91.4% |
| Participant deferral / active EE | $2,279 | $5,622-59.5% | $5,060-55.0% | $6,690-65.9% |
| Admin fee / account holder | $570 | $9,745-94.2% | $8,388-93.2% | $13,392-95.7% |