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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 | $122,087 | $146,267-16.5% | $197,124-38.1% | $82,448+48.1% |
| Participation rate | 54.2% | 84.0%-29.8pp | 86.7%-32.5pp | 68.1%-13.9pp |
| Annual return | 15.56% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $537 | $4,723-88.6% | $6,227-91.4% | $2,551-78.9% |
| Participant deferral / active EE | $6,046 | $7,035-14.0% | $9,135-33.8% | $4,139+46.1% |
| Admin fee / account holder | $4,027 | $14,422-72.1% | $16,298-75.3% | $7,234-44.3% |