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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 | $131,602 | $98,547+33.5% | $216,567-39.2% | $69,733+88.7% |
| Participation rate | 35.3% | 68.4%-33.1pp | 81.6%-46.3pp | 62.5%-27.2pp |
| Annual return | 14.95% | 14.25%+0.7pp | 12.94%+2.0pp | 15.22%-0.3pp |
| Employer contribution / active EE | $434 | $2,660-83.7% | $5,216-91.7% | $2,250-80.7% |
| Participant deferral / active EE | $2,678 | $3,496-23.4% | $6,191-56.7% | $3,054-12.3% |
| Admin fee / account holder | $22,109 | $4,094+440.0% | $21,981+0.6% | $3,102+612.7% |