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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 | $129,956 | $101,795+27.7% | $165,100-21.3% | $80,959+60.5% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 12.99% | 16.73%-3.7pp | 70.21%-57.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $567 | $2,954-80.8% | $4,348-87.0% | $2,757-79.4% |
| Participant deferral / active EE | $5,220 | $4,476+16.6% | $6,035-13.5% | $4,300+21.4% |
| Admin fee / account holder | $738 | $8,221-91.0% | $12,696-94.2% | $6,925-89.3% |