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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 | $143,107 | $149,446-4.2% | $256,809-44.3% | $94,015+52.2% |
| Participation rate | 60.4% | 85.3%-24.9pp | 88.5%-28.2pp | 70.8%-10.4pp |
| Annual return | 15.03% | 17.55%-2.5pp | 32.73%-17.7pp | 17.84%-2.8pp |
| Employer contribution / active EE | $570 | $4,596-87.6% | $7,263-92.2% | $2,790-79.6% |
| Participant deferral / active EE | $5,771 | $6,491-11.1% | $9,520-39.4% | $4,249+35.8% |
| Admin fee / account holder | $17,820 | $24,035-25.9% | $25,146-29.1% | $8,951+99.1% |