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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 | $117,776 | $88,672+32.8% | $105,223+11.9% | $82,448+42.8% |
| Participation rate | 56.3% | 67.9%-11.6pp | 75.0%-18.7pp | 68.1%-11.7pp |
| Annual return | 13.81% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $131 | $3,048-95.7% | $3,689-96.4% | $2,551-94.9% |
| Participant deferral / active EE | $5,439 | $4,036+34.8% | $5,072+7.2% | $4,139+31.4% |
| Admin fee / account holder | $12,985 | $7,146+81.7% | $8,859+46.6% | $7,234+79.5% |