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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 | $91,670 | $102,393-10.5% | $147,041-37.7% | $80,911+13.3% |
| Participation rate | 61.1% | 75.9%-14.7pp | 82.2%-21.1pp | 67.6%-6.5pp |
| Annual return | 16.89% | 134.95%-118.1pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $767 | $3,715-79.3% | $4,935-84.5% | $2,756-72.2% |
| Participant deferral / active EE | $3,089 | $6,647-53.5% | $8,071-61.7% | $4,297-28.1% |
| Admin fee / account holder | $3,745 | $7,943-52.9% | $13,006-71.2% | $6,935-46.0% |