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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 | $167,754 | $62,672+167.7% | $185,117-9.4% | $70,126+139.2% |
| Participation rate | 64.5% | 63.8%+0.7pp | 77.3%-12.7pp | 69.5%-5.0pp |
| Annual return | 19.47% | 40.79%-21.3pp | 40.50%-21.0pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,189 | $3,272+119.7% | $5,045+42.5% | $3,332+115.8% |
| Admin fee / account holder | $4,704 | $3,932+19.6% | $8,159-42.4% | $4,645+1.3% |