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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 | $149,422 | $89,370+67.2% | $141,197+5.8% | $72,976+104.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 23.65% | 111.88%-88.2pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $303 | $3,115-90.3% | $4,736-93.6% | $2,440-87.6% |
| Participant deferral / active EE | $7,832 | $5,419+44.5% | $6,710+16.7% | $3,608+117.1% |
| Admin fee / account holder | $19,493 | $5,957+227.3% | $10,265+89.9% | $5,124+280.4% |