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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 | $115,400 | $109,359+5.5% | $162,177-28.8% | $72,975+58.1% |
| Participation rate | 55.3% | 84.3%-29.0pp | 87.6%-32.3pp | 69.5%-14.2pp |
| Annual return | 36.94% | 25.46%+11.5pp | 115.60%-78.7pp | 81.01%-44.1pp |
| Employer contribution / active EE | $955 | $3,907-75.6% | $5,613-83.0% | $2,440-60.9% |
| Participant deferral / active EE | $3,295 | $5,481-39.9% | $7,297-54.8% | $3,608-8.7% |
| Admin fee / account holder | $6,002 | $7,972-24.7% | $10,843-44.6% | $5,124+17.1% |