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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 | $242,492 | $212,386+14.2% | $199,883+21.3% | $138,895+74.6% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 18.90% | 47.75%-28.9pp | 43.81%-24.9pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,150 | $6,625-82.6% | $6,261-81.6% | $4,194-72.6% |
| Participant deferral / active EE | $4,600 | $9,617-52.2% | $9,138-49.7% | $6,396-28.1% |
| Admin fee / account holder | $121,761 | $18,233+567.8% | $17,268+605.1% | $12,562+869.3% |