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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 | $91,020 | $63,342+43.7% | $92,236-1.3% | $70,131+29.8% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 16.93% | 530.15%-513.2pp | 176.29%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $336 | $2,471-86.4% | $3,679-90.9% | $2,342-85.7% |
| Participant deferral / active EE | $2,916 | $2,854+2.2% | $3,897-25.2% | $3,332-12.5% |
| Admin fee / account holder | $839 | $3,840-78.1% | $5,194-83.8% | $4,645-81.9% |