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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 | $88,110 | $80,812+9.0% | $160,784-45.2% | $82,448+6.9% |
| Participation rate | 63.0% | 66.2%-3.3pp | 77.0%-14.0pp | 68.1%-5.1pp |
| Annual return | 19.10% | 100.59%-81.5pp | 1803.92%-1784.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $193 | $2,174-91.1% | $3,733-94.8% | $2,551-92.5% |
| Participant deferral / active EE | $4,401 | $4,335+1.5% | $6,293-30.1% | $4,139+6.3% |
| Admin fee / account holder | $4,511 | $7,695-41.4% | $9,717-53.6% | $7,234-37.7% |