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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 | $126,473 | $102,422+23.5% | $147,117-14.0% | $80,959+56.2% |
| Participation rate | 52.3% | 75.9%-23.6pp | 82.2%-29.9pp | 67.7%-15.4pp |
| Annual return | 12.21% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $664 | $3,717-82.1% | $4,932-86.5% | $2,757-75.9% |
| Participant deferral / active EE | $3,357 | $6,652-49.5% | $8,065-58.4% | $4,300-21.9% |
| Admin fee / account holder | $14,640 | $7,953+84.1% | $12,993+12.7% | $6,925+111.4% |