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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 | $121,506 | $76,407+59.0% | $150,298-19.2% | $82,448+47.4% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 17.20% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,208 | $3,214+30.9% | $5,453-22.8% | $4,139+1.7% |
| Admin fee / account holder | $6,800 | $6,352+7.0% | $14,116-51.8% | $7,234-6.0% |