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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 | $135,212 | $75,541+79.0% | $152,093-11.1% | $82,637+63.6% |
| Participation rate | 16.2% | 66.5%-50.3pp | 77.8%-61.6pp | 68.1%-51.8pp |
| Annual return | 14.82% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $230 | $2,622-91.2% | $4,175-94.5% | $2,552-91.0% |
| Participant deferral / active EE | $1,087 | $3,206-66.1% | $5,451-80.1% | $4,126-73.7% |
| Admin fee / account holder | $415 | $6,405-93.5% | $14,497-97.1% | $7,339-94.3% |