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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 | $99,716 | $55,930+78.3% | $76,089+31.1% | $80,925+23.2% |
| Participation rate | 56.8% | 62.1%-5.3pp | 69.1%-12.3pp | 67.7%-10.9pp |
| Annual return | 10.23% | 20.58%-10.3pp | 360.94%-350.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $375 | $1,866-79.9% | $2,690-86.1% | $2,756-86.4% |
| Participant deferral / active EE | $3,183 | $3,051+4.3% | $4,259-25.3% | $4,299-26.0% |
| Admin fee / account holder | $1,316 | $5,241-74.9% | $6,418-79.5% | $6,940-81.0% |