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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 | $133,972 | $100,194+33.7% | $122,979+8.9% | $86,983+54.0% |
| Participation rate | 65.9% | 73.0%-7.1pp | 77.2%-11.3pp | 69.5%-3.6pp |
| Annual return | 11.75% | 16.47%-4.7pp | 20.12%-8.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $435 | $2,326-81.3% | $3,062-85.8% | $2,584-83.2% |
| Participant deferral / active EE | $3,032 | $4,133-26.6% | $5,003-39.4% | $4,194-27.7% |
| Admin fee / account holder | $78,065 | $10,148+669.3% | $12,864+506.8% | $7,856+893.7% |