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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 | $194,022 | $80,332+141.5% | $107,187+81.0% | $64,097+202.7% |
| Participation rate | 68.6% | 54.4%+14.2pp | 75.0%-6.4pp | 55.2%+13.4pp |
| Annual return | 16.04% | 24.26%-8.2pp | 204.55%-188.5pp | 34.64%-18.6pp |
| Employer contribution / active EE | $572 | $2,501-77.1% | $3,782-84.9% | $1,891-69.8% |
| Participant deferral / active EE | $8,892 | $3,109+186.0% | $5,096+74.5% | $3,080+188.7% |
| Admin fee / account holder | $5,981 | $4,314+38.6% | $9,162-34.7% | $3,454+73.1% |