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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 | $229,689 | $76,407+200.6% | $150,298+52.8% | $82,448+178.6% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 13.18% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | -$375 | $2,614-114.3% | $4,154-109.0% | $2,551-114.7% |
| Participant deferral / active EE | $3,554 | $3,214+10.6% | $5,453-34.8% | $4,139-14.1% |
| Admin fee / account holder | $2,600 | $6,352-59.1% | $14,116-81.6% | $7,234-64.1% |