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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 | $131,120 | $70,486+86.0% | $100,535+30.4% | $79,856+64.2% |
| Participation rate | 69.2% | 73.6%-4.4pp | 79.4%-10.2pp | 69.6%-0.4pp |
| Annual return | 13.83% | 21.90%-8.1pp | 30.90%-17.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $225 | $2,165-89.6% | $3,419-93.4% | $2,471-90.9% |
| Participant deferral / active EE | $5,556 | $5,182+7.2% | $6,271-11.4% | $3,741+48.5% |
| Admin fee / account holder | $814 | $4,480-81.8% | $8,085-89.9% | $5,306-84.7% |