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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 | $191,502 | $90,530+111.5% | $76,030+151.9% | $145,897+31.3% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.06% | 625.08%-614.0pp | 361.54%-350.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $254 | $3,319-92.3% | $2,688-90.5% | $4,663-94.5% |
| Participant deferral / active EE | $14,017 | $5,164+171.4% | $4,257+229.3% | $6,689+109.5% |
| Admin fee / account holder | $3,090 | $8,383-63.1% | $6,421-51.9% | $13,390-76.9% |