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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 | $108,825+21.1% | $156,181-15.6% | $82,448+59.8% |
| Participation rate | 69.5% | 72.4%-2.9pp | 78.8%-9.3pp | 68.1%+1.4pp |
| Annual return | 15.73% | 20.59%-4.9pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $596 | $2,870-79.2% | $4,294-86.1% | $2,551-76.6% |
| Participant deferral / active EE | $3,806 | $4,577-16.8% | $6,132-37.9% | $4,139-8.0% |
| Admin fee / account holder | $5,550 | $9,341-40.6% | $14,586-61.9% | $7,234-23.3% |