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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 | $129,394 | $81,504+58.8% | $102,437+26.3% | $80,959+59.8% |
| Participation rate | 57.4% | 66.9%-9.4pp | 74.5%-17.1pp | 67.7%-10.3pp |
| Annual return | 11.25% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $553 | $3,104-82.2% | $3,871-85.7% | $2,757-79.9% |
| Participant deferral / active EE | $8,216 | $3,871+112.3% | $5,060+62.4% | $4,300+91.0% |
| Admin fee / account holder | $13,879 | $6,719+106.6% | $8,388+65.5% | $6,925+100.4% |