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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 | $121,696 | $146,267-16.8% | $197,124-38.3% | $82,448+47.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 86.7%-26.7pp | 68.1%-8.1pp |
| Annual return | 13.15% | 29.61%-16.5pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,262 | $4,723-73.3% | $6,227-79.7% | $2,551-50.5% |
| Participant deferral / active EE | $4,127 | $7,035-41.3% | $9,135-54.8% | $4,139-0.3% |
| Admin fee / account holder | $5,559 | $14,422-61.5% | $16,298-65.9% | $7,234-23.2% |