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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 | $93,322 | $70,684+32.0% | $169,390-44.9% | $75,173+24.1% |
| Participation rate | 65.6% | 64.8%+0.8pp | 77.2%-11.5pp | 67.2%-1.6pp |
| Annual return | 24.11% | 36.38%-12.3pp | 406.07%-382.0pp | 160.72%-136.6pp |
| Employer contribution / active EE | $67 | $2,211-97.0% | $4,013-98.3% | $2,671-97.5% |
| Participant deferral / active EE | $1,403 | $4,310-67.5% | $6,222-77.5% | $4,126-66.0% |
| Admin fee / account holder | $6,624 | $5,404+22.6% | $9,015-26.5% | $5,651+17.2% |