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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 | $111,651 | $76,834+45.3% | $108,359+3.0% | $87,485+27.6% |
| Participation rate | 53.6% | 61.7%-8.2pp | 70.1%-16.6pp | 68.9%-15.4pp |
| Annual return | 148.50% | 19.09%+129.4pp | 36.89%+111.6pp | 26.06%+122.4pp |
| Employer contribution / active EE | $260 | $1,556-83.3% | $2,399-89.2% | $2,596-90.0% |
| Participant deferral / active EE | $2,768 | $3,100-10.7% | $4,137-33.1% | $4,274-35.2% |
| Admin fee / account holder | $22,923 | $6,537+250.7% | $9,741+135.3% | $7,775+194.8% |