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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 | $114,712+14.9% | $173,730-24.2% | $87,485+50.6% |
| Participation rate | 69.5% | 73.0%-3.5pp | 79.6%-10.1pp | 68.9%+0.6pp |
| Annual return | 15.73% | 20.18%-4.4pp | 19.96%-4.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $596 | $2,904-79.5% | $4,577-87.0% | $2,596-77.0% |
| Participant deferral / active EE | $3,806 | $4,642-18.0% | $6,326-39.8% | $4,274-10.9% |
| Admin fee / account holder | $5,550 | $10,210-45.6% | $17,523-68.3% | $7,775-28.6% |