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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 | $125,008 | $62,672+99.5% | $185,117-32.5% | $70,126+78.3% |
| Participation rate | 60.8% | 63.8%-3.0pp | 77.3%-16.5pp | 69.5%-8.8pp |
| Annual return | 17.64% | 40.79%-23.2pp | 40.50%-22.9pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,424 | $3,272+35.2% | $5,045-12.3% | $3,332+32.8% |
| Admin fee / account holder | $1,845 | $3,932-53.1% | $8,159-77.4% | $4,645-60.3% |