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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 | $110,175 | $123,478-10.8% | $216,567-49.1% | $94,015+17.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 81.6%-21.6pp | 70.8%-10.8pp |
| Annual return | 12.81% | 23.61%-10.8pp | 12.94%-0.1pp | 17.84%-5.0pp |
| Employer contribution / active EE | $673 | $3,136-78.5% | $5,216-87.1% | $2,790-75.9% |
| Participant deferral / active EE | $3,514 | $4,556-22.9% | $6,191-43.2% | $4,249-17.3% |
| Admin fee / account holder | $5,370 | $12,753-57.9% | $21,981-75.6% | $8,951-40.0% |