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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 | $206,294 | $100,139+106.0% | $85,187+142.2% | $145,884+41.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 9.31% | 84.15%-74.8pp | 66.67%-57.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $214 | $3,238-93.4% | $2,732-92.2% | $4,662-95.4% |
| Participant deferral / active EE | $3,564 | $5,296-32.7% | $4,525-21.2% | $6,690-46.7% |
| Admin fee / account holder | $10,182 | $7,262+40.2% | $6,162+65.2% | $13,392-24.0% |