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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 | $138,572 | $77,908+77.9% | $149,696-7.4% | $75,173+84.3% |
| Participation rate | 53.3% | 65.6%-12.3pp | 78.8%-25.5pp | 67.2%-13.9pp |
| Annual return | 19.24% | 31.73%-12.5pp | 134.46%-115.2pp | 160.72%-141.5pp |
| Employer contribution / active EE | $147 | $3,138-95.3% | $4,821-97.0% | $2,671-94.5% |
| Participant deferral / active EE | $2,665 | $3,411-21.9% | $5,682-53.1% | $4,126-35.4% |
| Admin fee / account holder | $2,289 | $5,950-61.5% | $13,212-82.7% | $5,651-59.5% |