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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 | $197,218 | $91,536+115.5% | $130,062+51.6% | $75,177+162.3% |
| Participation rate | 61.1% | 71.5%-10.4pp | 78.5%-17.4pp | 67.2%-6.1pp |
| Annual return | 20.82% | -631.62%+652.4pp | -137.37%+158.2pp | 160.75%-139.9pp |
| Employer contribution / active EE | $468 | $2,845-83.5% | $4,322-89.2% | $2,671-82.5% |
| Participant deferral / active EE | $3,510 | $4,343-19.2% | $5,821-39.7% | $4,126-14.9% |
| Admin fee / account holder | $13,492 | $6,780+99.0% | $10,601+27.3% | $5,651+138.7% |