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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 | $118,369 | $93,598+26.5% | $135,974-12.9% | $75,173+57.5% |
| Participation rate | 67.5% | 75.2%-7.7pp | 81.9%-14.4pp | 67.2%+0.3pp |
| Annual return | 20.85% | 30.89%-10.0pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $569 | $3,538-83.9% | $4,859-88.3% | $2,671-78.7% |
| Participant deferral / active EE | $5,965 | $6,405-6.9% | $7,760-23.1% | $4,126+44.6% |
| Admin fee / account holder | $2,761 | $6,978-60.4% | $10,767-74.4% | $5,651-51.1% |