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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 | $91,307 | $68,878+32.6% | $120,574-24.3% | $80,935+12.8% |
| Participation rate | 65.0% | 61.7%+3.3pp | 71.9%-6.9pp | 67.7%-2.7pp |
| Annual return | 11.19% | 23.67%-12.5pp | 107.42%-96.2pp | 35.66%-24.5pp |
| Employer contribution / active EE | $498 | $2,065-75.9% | $3,471-85.7% | $2,757-82.0% |
| Participant deferral / active EE | $3,364 | $3,189+5.5% | $4,996-32.7% | $4,299-21.8% |
| Admin fee / account holder | $2,361 | $5,782-59.2% | $9,445-75.0% | $6,924-65.9% |