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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 | $101,195 | $89,259+13.4% | $107,187-5.6% | $82,637+22.5% |
| Participation rate | 51.3% | 67.9%-16.6pp | 75.0%-23.7pp | 68.1%-16.8pp |
| Annual return | 26.90% | 21.02%+5.9pp | 204.55%-177.6pp | 53.51%-26.6pp |
| Employer contribution / active EE | $123 | $3,080-96.0% | $3,782-96.7% | $2,552-95.2% |
| Participant deferral / active EE | $1,985 | $4,037-50.8% | $5,096-61.1% | $4,126-51.9% |
| Admin fee / account holder | $6,924 | $7,381-6.2% | $9,162-24.4% | $7,339-5.7% |