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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 | $168,765 | $102,385+64.8% | $147,080+14.7% | $80,935+108.5% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 20.99% | 135.09%-114.1pp | 420.17%-399.2pp | 35.66%-14.7pp |
| Employer contribution / active EE | $770 | $3,717-79.3% | $4,933-84.4% | $2,757-72.1% |
| Participant deferral / active EE | $5,452 | $6,651-18.0% | $8,066-32.4% | $4,299+26.8% |
| Admin fee / account holder | $5,991 | $7,951-24.6% | $12,989-53.9% | $6,924-13.5% |