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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 | $134,476 | $102,422+31.3% | $147,117-8.6% | $80,959+66.1% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 15.11% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $678 | $3,717-81.8% | $4,932-86.3% | $2,757-75.4% |
| Participant deferral / active EE | $5,754 | $6,652-13.5% | $8,065-28.7% | $4,300+33.8% |
| Admin fee / account holder | $2,793 | $7,953-64.9% | $12,993-78.5% | $6,925-59.7% |