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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 | $174,800 | $223,823-21.9% | $211,142-17.2% | $154,746+13.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 19.57% | 50.39%-30.8pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,139 | $6,787-83.2% | $6,442-82.3% | $4,379-74.0% |
| Participant deferral / active EE | $7,500 | $9,750-23.1% | $9,284-19.2% | $6,730+11.4% |
| Admin fee / account holder | $2,626 | $19,707-86.7% | $19,076-86.2% | $14,365-81.7% |