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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 | $196,148 | $81,487+140.7% | $102,412+91.5% | $80,935+142.4% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.7%-3.4pp |
| Annual return | 14.79% | 25.60%-10.8pp | 24.94%-10.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $794 | $3,103-74.4% | $3,870-79.5% | $2,757-71.2% |
| Participant deferral / active EE | $8,440 | $3,871+118.1% | $5,060+66.8% | $4,299+96.3% |
| Admin fee / account holder | $2,814 | $6,717-58.1% | $8,388-66.5% | $6,924-59.4% |