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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 | $135,913 | $76,367+78.0% | $93,614+45.2% | $72,983+86.2% |
| Participation rate | 69.0% | 71.7%-2.8pp | 75.8%-6.9pp | 69.5%-0.5pp |
| Annual return | 18.97% | 25.82%-6.8pp | 32.76%-13.8pp | 81.01%-62.0pp |
| Employer contribution / active EE | $86 | $2,275-96.2% | $2,718-96.8% | $2,440-96.5% |
| Participant deferral / active EE | $1,725 | $3,538-51.2% | $4,069-57.6% | $3,608-52.2% |
| Admin fee / account holder | $2,177 | $6,838-68.2% | $7,889-72.4% | $5,124-57.5% |