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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 | $107,196 | $143,969-25.5% | $199,883-46.4% | $82,637+29.7% |
| Participation rate | 67.4% | 84.1%-16.7pp | 86.8%-19.3pp | 68.1%-0.6pp |
| Annual return | 13.79% | 25.67%-11.9pp | 43.81%-30.0pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,374 | $4,632-70.3% | $6,261-78.0% | $2,552-46.1% |
| Participant deferral / active EE | $4,592 | $6,937-33.8% | $9,138-49.7% | $4,126+11.3% |
| Admin fee / account holder | $11,042 | $14,597-24.4% | $17,268-36.1% | $7,339+50.5% |