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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 | $124,579 | $150,412-17.2% | $120,574+3.3% | $145,884-14.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 9.36% | 154.50%-145.1pp | 107.42%-98.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $819 | $4,355-81.2% | $3,471-76.4% | $4,662-82.4% |
| Participant deferral / active EE | $2,210 | $6,175-64.2% | $4,996-55.8% | $6,690-67.0% |
| Admin fee / account holder | $6,798 | $12,224-44.4% | $9,445-28.0% | $13,392-49.2% |