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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 | $115,159 | $88,186+30.6% | $165,071-30.2% | $74,459+54.7% |
| Participation rate | 60.7% | 73.1%-12.4pp | 78.6%-17.9pp | 67.2%-6.5pp |
| Annual return | 12.94% | 17.13%-4.2pp | 70.17%-57.2pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $662 | $2,600-74.5% | $4,347-84.8% | $2,626-74.8% |
| Participant deferral / active EE | $2,315 | $4,505-48.6% | $6,035-61.6% | $4,350-46.8% |
| Admin fee / account holder | $5,424 | $2,234+142.8% | $12,695-57.3% | $1,945+178.9% |