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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 | $91,064 | $102,422-11.1% | $147,117-38.1% | $80,959+12.5% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 14.82% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $583 | $3,717-84.3% | $4,932-88.2% | $2,757-78.9% |
| Participant deferral / active EE | $3,650 | $6,652-45.1% | $8,065-54.7% | $4,300-15.1% |
| Admin fee / account holder | $13,712 | $7,953+72.4% | $12,993+5.5% | $6,925+98.0% |