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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 | $113,650 | $95,406+19.1% | $185,849-38.8% | $85,847+32.4% |
| Participation rate | 52.2% | 68.8%-16.5pp | 81.7%-29.5pp | 69.3%-17.1pp |
| Annual return | 35.52% | 23.59%+11.9pp | 122.10%-86.6pp | 318.61%-283.1pp |
| Employer contribution / active EE | $145 | $3,314-95.6% | $5,169-97.2% | $2,565-94.3% |
| Participant deferral / active EE | $1,387 | $3,424-59.5% | $5,569-75.1% | $3,952-64.9% |
| Admin fee / account holder | $10,596 | $7,214+46.9% | $16,244-34.8% | $6,261+69.3% |