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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 | $118,396 | $91,537+29.3% | $130,045-9.0% | $75,173+57.5% |
| Participation rate | 60.7% | 71.5%-10.7pp | 78.5%-17.8pp | 67.2%-6.5pp |
| Annual return | 14.38% | -631.55%+645.9pp | -137.30%+151.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $463 | $2,845-83.7% | $4,321-89.3% | $2,671-82.7% |
| Participant deferral / active EE | $2,144 | $4,343-50.6% | $5,820-63.2% | $4,126-48.0% |
| Admin fee / account holder | $25,425 | $6,780+275.0% | $10,600+139.9% | $5,651+350.0% |