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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 | $124,465 | $105,200+18.3% | $159,474-22.0% | $85,847+45.0% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.8%-18.2pp | 69.3%-4.7pp |
| Annual return | 16.71% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $175 | $3,319-94.7% | $4,831-96.4% | $2,565-93.2% |
| Participant deferral / active EE | $7,464 | $5,946+25.5% | $7,353+1.5% | $3,952+88.9% |
| Admin fee / account holder | $4,294 | $6,934-38.1% | $10,802-60.3% | $6,261-31.4% |