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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 | $130,648 | $106,749+22.4% | $145,433-10.2% | $82,448+58.5% |
| Participation rate | 51.5% | 75.6%-24.1pp | 82.1%-30.6pp | 68.1%-16.6pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $56 | $3,444-98.4% | $4,554-98.8% | $2,551-97.8% |
| Participant deferral / active EE | $12,084 | $6,519+85.4% | $7,897+53.0% | $4,139+191.9% |
| Admin fee / account holder | $7,516 | $8,390-10.4% | $13,129-42.7% | $7,234+3.9% |