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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 | $175,854 | $102,422+71.7% | $147,117+19.5% | $80,959+117.2% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 13.26% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,736 | $6,652+1.3% | $8,065-16.5% | $4,300+56.6% |
| Admin fee / account holder | $7,590 | $7,953-4.6% | $12,993-41.6% | $6,925+9.6% |