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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 | $85,102 | $65,395+30.1% | $182,558-53.4% | $72,976+16.6% |
| Participation rate | 64.0% | 65.4%-1.5pp | 78.0%-14.0pp | 69.5%-5.5pp |
| Annual return | 26.18% | 27.68%-1.5pp | 148.59%-122.4pp | 81.02%-54.8pp |
| Employer contribution / active EE | $85 | $1,911-95.6% | $4,076-97.9% | $2,440-96.5% |
| Participant deferral / active EE | $5,488 | $3,563+54.0% | $5,526-0.7% | $3,608+52.1% |
| Admin fee / account holder | $2,500 | $4,245-41.1% | $8,594-70.9% | $5,124-51.2% |