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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 | $199,101 | $89,259+123.1% | $107,187+85.8% | $82,637+140.9% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.8pp |
| Annual return | 13.39% | 21.02%-7.6pp | 204.55%-191.2pp | 53.51%-40.1pp |
| Employer contribution / active EE | $328 | $3,080-89.4% | $3,782-91.3% | $2,552-87.2% |
| Participant deferral / active EE | $5,314 | $4,037+31.6% | $5,096+4.3% | $4,126+28.8% |
| Admin fee / account holder | $15,130 | $7,381+105.0% | $9,162+65.1% | $7,339+106.2% |