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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 | $169,530 | $93,589+81.1% | $135,942+24.7% | $75,181+125.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 20.55% | 30.90%-10.4pp | 68.28%-47.7pp | 160.69%-140.1pp |
| Employer contribution / active EE | $704 | $3,537-80.1% | $4,858-85.5% | $2,671-73.6% |
| Participant deferral / active EE | $7,033 | $6,405+9.8% | $7,759-9.4% | $4,126+70.5% |
| Admin fee / account holder | $30,665 | $6,977+339.5% | $10,764+184.9% | $5,650+442.8% |