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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 | $121,317 | $65,034+86.5% | $90,970+33.4% | $79,856+51.9% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.0%-17.8pp | 69.6%-18.4pp |
| Annual return | 21.11% | 30.45%-9.3pp | 134.60%-113.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $114 | $1,247-90.9% | $2,122-94.6% | $2,471-95.4% |
| Participant deferral / active EE | $3,392 | $2,512+35.0% | $3,373+0.6% | $3,741-9.3% |
| Admin fee / account holder | $13,726 | $4,536+202.6% | $5,961+130.3% | $5,306+158.7% |