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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 | $102,577 | $63,346+61.9% | $92,240+11.2% | $70,126+46.3% |
| Participation rate | 49.3% | 68.7%-19.4pp | 76.5%-27.2pp | 69.5%-20.2pp |
| Annual return | 14.06% | 530.19%-516.1pp | 176.29%-162.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $393 | $2,471-84.1% | $3,680-89.3% | $2,343-83.2% |
| Participant deferral / active EE | $2,578 | $2,854-9.6% | $3,897-33.8% | $3,332-22.6% |
| Admin fee / account holder | $5,654 | $3,841+47.2% | $5,194+8.9% | $4,645+21.7% |