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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 | $118,225 | $105,210+12.4% | $159,487-25.9% | $85,851+37.7% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.8%-22.2pp | 69.3%-8.7pp |
| Annual return | 16.76% | 45.08%-28.3pp | 263.71%-247.0pp | 318.63%-301.9pp |
| Employer contribution / active EE | $236 | $3,319-92.9% | $4,831-95.1% | $2,565-90.8% |
| Participant deferral / active EE | $6,208 | $5,946+4.4% | $7,354-15.6% | $3,952+57.1% |
| Admin fee / account holder | $2,239 | $6,934-67.7% | $10,804-79.3% | $6,261-64.2% |