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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 | $175,971 | $70,666+149.0% | $169,385+3.9% | $75,181+134.1% |
| Participation rate | 66.1% | 64.8%+1.3pp | 77.2%-11.1pp | 67.2%-1.1pp |
| Annual return | 14.48% | 36.37%-21.9pp | 405.82%-391.3pp | 160.69%-146.2pp |
| Employer contribution / active EE | $357 | $2,210-83.8% | $4,012-91.1% | $2,671-86.6% |
| Participant deferral / active EE | $7,160 | $4,308+66.2% | $6,221+15.1% | $4,126+73.5% |
| Admin fee / account holder | $35,684 | $5,402+560.5% | $9,011+296.0% | $5,650+531.6% |