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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 | $123,980 | $110,379+12.3% | $102,412+21.1% | $145,884-15.0% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.3pp | 80.3%-17.1pp |
| Annual return | 12.25% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $742 | $4,216-82.4% | $3,870-80.8% | $4,662-84.1% |
| Participant deferral / active EE | $3,791 | $5,622-32.6% | $5,060-25.1% | $6,690-43.3% |
| Admin fee / account holder | $1,735 | $9,745-82.2% | $8,388-79.3% | $13,392-87.0% |