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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 | $135,477 | $79,449+70.5% | $189,558-28.5% | $85,856+57.8% |
| Participation rate | 64.3% | 66.0%-1.7pp | 78.5%-14.2pp | 69.3%-5.0pp |
| Annual return | 25.82% | 18.45%+7.4pp | 64.19%-38.4pp | 318.58%-292.8pp |
| Employer contribution / active EE | $71 | $2,081-96.6% | $4,412-98.4% | $2,565-97.2% |
| Participant deferral / active EE | $2,519 | $4,051-37.8% | $6,174-59.2% | $3,952-36.3% |
| Admin fee / account holder | $22,335 | $5,377+315.4% | $9,809+127.7% | $6,261+256.8% |