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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 | $143,969-15.5% | $199,883-39.1% | $82,637+47.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 86.8%-26.8pp | 68.1%-8.1pp |
| Annual return | 13.15% | 25.67%-12.5pp | 43.81%-30.7pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,262 | $4,632-72.8% | $6,261-79.8% | $2,552-50.6% |
| Participant deferral / active EE | $4,127 | $6,937-40.5% | $9,138-54.8% | $4,1260% |
| Admin fee / account holder | $5,559 | $14,597-61.9% | $17,268-67.8% | $7,339-24.3% |