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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 | $89,147 | $62,672+42.2% | $185,117-51.8% | $70,126+27.1% |
| Participation rate | 53.2% | 63.8%-10.6pp | 77.3%-24.1pp | 69.5%-16.3pp |
| Annual return | 21.42% | 40.79%-19.4pp | 40.50%-19.1pp | 73.15%-51.7pp |
| Employer contribution / active EE | $155 | $1,753-91.2% | $4,182-96.3% | $2,343-93.4% |
| Participant deferral / active EE | $3,607 | $3,272+10.2% | $5,045-28.5% | $3,332+8.3% |
| Admin fee / account holder | $445 | $3,932-88.7% | $8,159-94.5% | $4,645-90.4% |