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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 | $203,548 | $167,522+21.5% | $151,639+34.2% | $134,532+51.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.3pp | 81.2%-24.1pp |
| Annual return | -14.85% | 7.81%-22.7pp | 3.34%-18.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $956 | $6,828-86.0% | $6,165-84.5% | $4,741-79.8% |
| Participant deferral / active EE | $4,436 | $8,986-50.6% | $8,363-47.0% | $6,401-30.7% |
| Admin fee / account holder | $25,100 | $13,780+82.1% | $11,613+116.1% | $11,429+119.6% |