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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 | $101,580 | $68,878+47.5% | $120,574-15.8% | $80,935+25.5% |
| Participation rate | 60.9% | 61.7%-0.8pp | 71.9%-11.1pp | 67.7%-6.8pp |
| Annual return | 16.90% | 23.67%-6.8pp | 107.42%-90.5pp | 35.66%-18.8pp |
| Employer contribution / active EE | $65 | $2,065-96.9% | $3,471-98.1% | $2,757-97.7% |
| Participant deferral / active EE | $6,179 | $3,189+93.8% | $4,996+23.7% | $4,299+43.7% |
| Admin fee / account holder | $14,138 | $5,782+144.5% | $9,445+49.7% | $6,924+104.2% |