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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 | $102,385+135.9% | $147,080+64.2% | $80,935+198.5% |
| Participation rate | 61.9% | 75.9%-14.0pp | 82.2%-20.3pp | 67.7%-5.8pp |
| Annual return | 13.08% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $415 | $3,717-88.8% | $4,933-91.6% | $2,757-84.9% |
| Participant deferral / active EE | $11,672 | $6,651+75.5% | $8,066+44.7% | $4,299+171.5% |
| Admin fee / account holder | $21,562 | $7,951+171.2% | $12,989+66.0% | $6,924+211.4% |