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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 | $131,765 | $123,478+6.7% | $216,567-39.2% | $94,015+40.2% |
| Participation rate | 69.5% | 75.1%-5.6pp | 81.6%-12.2pp | 70.8%-1.3pp |
| Annual return | 15.73% | 23.61%-7.9pp | 12.94%+2.8pp | 17.84%-2.1pp |
| Employer contribution / active EE | $596 | $3,136-81.0% | $5,216-88.6% | $2,790-78.6% |
| Participant deferral / active EE | $3,806 | $4,556-16.5% | $6,191-38.5% | $4,249-10.4% |
| Admin fee / account holder | $5,550 | $12,753-56.5% | $21,981-74.7% | $8,951-38.0% |