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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 | $219,129 | $93,589+134.1% | $135,942+61.2% | $75,181+191.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 17.93% | 30.90%-13.0pp | 68.28%-50.3pp | 160.69%-142.8pp |
| Employer contribution / active EE | $348 | $3,537-90.2% | $4,858-92.8% | $2,671-87.0% |
| Participant deferral / active EE | $9,318 | $6,405+45.5% | $7,759+20.1% | $4,126+125.9% |
| Admin fee / account holder | $5,740 | $6,977-17.7% | $10,764-46.7% | $5,650+1.6% |