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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 | $133,637 | $86,294+54.9% | $111,303+20.1% | $85,856+55.7% |
| Participation rate | 69.2% | 73.3%-4.1pp | 77.3%-8.1pp | 69.3%-0.1pp |
| Annual return | 26.00% | 19.99%+6.0pp | 54.66%-28.7pp | 318.58%-292.6pp |
| Employer contribution / active EE | $509 | $2,043-75.1% | $2,731-81.4% | $2,565-80.2% |
| Participant deferral / active EE | $2,606 | $3,641-28.4% | $4,487-41.9% | $3,952-34.1% |
| Admin fee / account holder | $9,410 | $8,189+14.9% | $7,966+18.1% | $6,261+50.3% |