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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 | $163,659 | $91,536+78.8% | $130,062+25.8% | $75,177+117.7% |
| Participation rate | 65.4% | 71.5%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 24.08% | -631.62%+655.7pp | -137.37%+161.4pp | 160.75%-136.7pp |
| Employer contribution / active EE | $428 | $2,845-85.0% | $4,322-90.1% | $2,671-84.0% |
| Participant deferral / active EE | $3,182 | $4,343-26.7% | $5,821-45.3% | $4,126-22.9% |
| Admin fee / account holder | $9,266 | $6,780+36.7% | $10,601-12.6% | $5,651+64.0% |