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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 | $115,931+13.7% | $185,441-28.9% | $86,983+51.5% |
| Participation rate | 69.5% | 73.6%-4.1pp | 80.3%-10.8pp | 69.5%-0.1pp |
| Annual return | 15.73% | 21.47%-5.7pp | 20.16%-4.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $596 | $2,937-79.7% | $4,672-87.2% | $2,584-76.9% |
| Participant deferral / active EE | $3,806 | $4,551-16.4% | $6,152-38.1% | $4,194-9.2% |
| Admin fee / account holder | $5,550 | $10,687-48.1% | $17,890-69.0% | $7,856-29.3% |