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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 | $159,084 | $78,428+102.8% | $95,960+65.8% | $79,852+99.2% |
| Participation rate | 21.2% | 73.5%-52.3pp | 77.1%-55.9pp | 69.6%-48.4pp |
| Annual return | 30.66% | 19.37%+11.3pp | 91.63%-61.0pp | 31.72%-1.1pp |
| Employer contribution / active EE | $245 | $1,945-87.4% | $2,541-90.3% | $2,471-90.1% |
| Participant deferral / active EE | $2,453 | $3,440-28.7% | $4,167-41.1% | $3,740-34.4% |
| Admin fee / account holder | $3,326 | $5,622-40.8% | $6,797-51.1% | $5,306-37.3% |