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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 | $108,311 | $127,779-15.2% | $106,551+1.7% | $167,518-35.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 13.96% | 33.87%-19.9pp | 26.80%-12.8pp | 478.71%-464.7pp |
| Employer contribution / active EE | $513 | $3,427-85.0% | $2,819-81.8% | $4,838-89.4% |
| Participant deferral / active EE | $1,973 | $5,088-61.2% | $4,398-55.1% | $6,342-68.9% |
| Admin fee / account holder | $1,109 | $11,228-90.1% | $7,408-85.0% | $12,312-91.0% |