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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 | $127,564 | $68,880+85.2% | $120,580+5.8% | $80,959+57.6% |
| Participation rate | 35.1% | 61.7%-26.6pp | 72.0%-36.8pp | 67.7%-32.5pp |
| Annual return | 22.94% | 23.68%-0.7pp | 107.48%-84.5pp | 35.67%-12.7pp |
| Employer contribution / active EE | $65 | $2,066-96.9% | $3,469-98.1% | $2,757-97.6% |
| Participant deferral / active EE | $1,591 | $3,191-50.1% | $4,995-68.1% | $4,300-63.0% |
| Admin fee / account holder | $2,955 | $5,785-48.9% | $9,418-68.6% | $6,925-57.3% |