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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 | $116,675 | $81,487+43.2% | $102,412+13.9% | $80,935+44.2% |
| Participation rate | 67.0% | 66.8%+0.2pp | 74.5%-7.5pp | 67.7%-0.7pp |
| Annual return | 13.80% | 25.60%-11.8pp | 24.94%-11.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $649 | $3,103-79.1% | $3,870-83.2% | $2,757-76.4% |
| Participant deferral / active EE | $3,883 | $3,871+0.3% | $5,060-23.3% | $4,299-9.7% |
| Admin fee / account holder | $22,375 | $6,717+233.1% | $8,388+166.8% | $6,924+223.1% |