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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 | $98,384 | $63,346+55.3% | $92,240+6.7% | $70,126+40.3% |
| Participation rate | 67.5% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.0pp |
| Annual return | 21.69% | 530.19%-508.5pp | 176.29%-154.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $433 | $2,471-82.5% | $3,680-88.2% | $2,343-81.5% |
| Participant deferral / active EE | $2,919 | $2,854+2.3% | $3,897-25.1% | $3,332-12.4% |
| Admin fee / account holder | $921 | $3,841-76.0% | $5,194-82.3% | $4,645-80.2% |