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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 | $211,217 | $232,540-9.2% | $185,117+14.1% | $147,585+43.1% |
| Participation rate | 68.8% | 82.4%-13.6pp | 77.3%-8.5pp | 82.8%-14.1pp |
| Annual return | 26.72% | 43.03%-16.3pp | 40.50%-13.8pp | 578.58%-551.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $17,493 | $5,834+199.9% | $5,045+246.7% | $5,439+221.6% |
| Admin fee / account holder | $2,659 | $10,275-74.1% | $8,159-67.4% | $10,886-75.6% |