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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 | $140,813 | $65,041+116.5% | $90,965+54.8% | $79,858+76.3% |
| Participation rate | 64.8% | 61.6%+3.2pp | 69.0%-4.2pp | 69.6%-4.8pp |
| Annual return | 13.97% | 30.45%-16.5pp | 134.57%-120.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $217 | $1,247-82.6% | $2,122-89.8% | $2,471-91.2% |
| Participant deferral / active EE | $4,960 | $2,512+97.5% | $3,373+47.1% | $3,740+32.6% |
| Admin fee / account holder | $1,633 | $4,536-64.0% | $5,960-72.6% | $5,306-69.2% |