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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 | $126,690 | $78,428+61.5% | $95,960+32.0% | $79,852+58.7% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 11.34% | 19.37%-8.0pp | 91.63%-80.3pp | 31.72%-20.4pp |
| Employer contribution / active EE | $332 | $1,945-83.0% | $2,541-86.9% | $2,471-86.6% |
| Participant deferral / active EE | $2,914 | $3,440-15.3% | $4,167-30.1% | $3,740-22.1% |
| Admin fee / account holder | $16,242 | $5,622+188.9% | $6,797+139.0% | $5,306+206.1% |