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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 | $118,871 | $102,422+16.1% | $147,117-19.2% | $80,959+46.8% |
| Participation rate | 67.7% | 75.9%-8.1pp | 82.2%-14.4pp | 67.7%+0.1pp |
| Annual return | 13.46% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $323 | $3,717-91.3% | $4,932-93.5% | $2,757-88.3% |
| Participant deferral / active EE | $4,987 | $6,652-25.0% | $8,065-38.2% | $4,300+16.0% |
| Admin fee / account holder | $5,142 | $7,953-35.3% | $12,993-60.4% | $6,925-25.7% |