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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 | $113,077 | $102,382+10.4% | $147,005-23.1% | $80,874+39.8% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.2%-13.0pp | 67.6%+1.5pp |
| Annual return | 17.37% | 134.89%-117.5pp | 418.76%-401.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $674 | $3,715-81.9% | $4,934-86.3% | $2,756-75.5% |
| Participant deferral / active EE | $7,218 | $6,646+8.6% | $8,070-10.6% | $4,297+68.0% |
| Admin fee / account holder | $7,776 | $7,942-2.1% | $13,006-40.2% | $6,935+12.1% |