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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 | $142,667 | $99,345+43.6% | $84,753+68.3% | $273,972-47.9% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 5.07% | 22.93%-17.9pp | 22.78%-17.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $469 | $4,214-88.9% | $3,574-86.9% | $4,869-90.4% |
| Participant deferral / active EE | $3,760 | $4,270-11.9% | $3,712+1.3% | $5,287-28.9% |
| Admin fee / account holder | $18,427 | $6,645+177.3% | $5,333+245.5% | $10,133+81.9% |