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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 | $123,905 | $139,948-11.5% | $121,663+1.8% | $154,746-19.9% |
| Participation rate | 47.8% | 78.0%-30.2pp | 74.5%-26.7pp | 80.7%-32.9pp |
| Annual return | 13.23% | 230.52%-217.3pp | 147.54%-134.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $486 | $3,521-86.2% | $3,020-83.9% | $4,379-88.9% |
| Participant deferral / active EE | $2,334 | $5,629-58.5% | $4,887-52.2% | $6,730-65.3% |
| Admin fee / account holder | $922 | $17,321-94.7% | $14,289-93.5% | $14,365-93.6% |