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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 | $122,174 | $102,422+19.3% | $147,117-17.0% | $80,959+50.9% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.7%-1.9pp |
| Annual return | 19.82% | 135.16%-115.3pp | 420.54%-400.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $350 | $3,717-90.6% | $4,932-92.9% | $2,757-87.3% |
| Participant deferral / active EE | $3,211 | $6,652-51.7% | $8,065-60.2% | $4,300-25.3% |
| Admin fee / account holder | $4,588 | $7,953-42.3% | $12,993-64.7% | $6,925-33.7% |