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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 | $96,200 | $80,705+19.2% | $115,768-16.9% | $67,986+41.5% |
| Participation rate | 51.3% | 63.0%-11.7pp | 74.4%-23.1pp | 57.2%-5.9pp |
| Annual return | 16.56% | 18.49%-1.9pp | 100.46%-83.9pp | 31.67%-15.1pp |
| Employer contribution / active EE | $521 | $2,046-74.5% | $2,940-82.3% | $2,019-74.2% |
| Participant deferral / active EE | $3,135 | $3,559-11.9% | $4,917-36.2% | $3,358-6.7% |
| Admin fee / account holder | $7,148 | $4,135+72.8% | $12,439-42.5% | $3,203+123.1% |