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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 | $99,753 | $95,453+4.5% | $112,040-11.0% | $82,448+21.0% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 16.45% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $666 | $2,318-71.3% | $2,954-77.5% | $2,551-73.9% |
| Participant deferral / active EE | $4,037 | $4,224-4.4% | $5,098-20.8% | $4,139-2.5% |
| Admin fee / account holder | $5,383 | $9,013-40.3% | $12,098-55.5% | $7,234-25.6% |