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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 | $241,555 | $102,422+135.8% | $147,117+64.2% | $80,959+198.4% |
| Participation rate | 61.9% | 75.9%-14.0pp | 82.2%-20.3pp | 67.7%-5.8pp |
| Annual return | 13.08% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $415 | $3,717-88.8% | $4,932-91.6% | $2,757-84.9% |
| Participant deferral / active EE | $11,672 | $6,652+75.5% | $8,065+44.7% | $4,300+171.4% |
| Admin fee / account holder | $21,562 | $7,953+171.1% | $12,993+66.0% | $6,925+211.3% |