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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 | $90,160 | $73,978+21.9% | $96,515-6.6% | $75,173+19.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 16.02% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $646 | $2,931-78.0% | $3,740-82.7% | $2,671-75.8% |
| Participant deferral / active EE | $2,897 | $3,660-20.9% | $4,880-40.6% | $4,126-29.8% |
| Admin fee / account holder | $7,422 | $5,219+42.2% | $6,735+10.2% | $5,651+31.3% |