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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 | $135,353 | $81,276+66.5% | $155,574-13.0% | $80,925+67.3% |
| Participation rate | 27.6% | 66.2%-38.6pp | 78.2%-50.6pp | 67.7%-40.0pp |
| Annual return | 10.70% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $136 | $3,103-95.6% | $4,676-97.1% | $2,756-95.1% |
| Participant deferral / active EE | $2,123 | $3,453-38.5% | $5,629-62.3% | $4,299-50.6% |
| Admin fee / account holder | $17,529 | $7,993+119.3% | $15,914+10.1% | $6,940+152.6% |