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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 | $206,460 | $129,737+59.1% | $119,126+73.3% | $154,746+33.4% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 11.86% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $845 | $4,375-80.7% | $4,034-79.0% | $4,379-80.7% |
| Participant deferral / active EE | $2,661 | $5,842-54.5% | $5,318-50.0% | $6,730-60.5% |
| Admin fee / account holder | $34,272 | $11,961+186.5% | $10,693+220.5% | $14,365+138.6% |