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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 | $118,860 | $77,449+53.5% | $69,483+71.1% | $152,909-22.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 23.05% | 39.09%-16.0pp | 28.99%-5.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $280 | $3,316-91.6% | $2,780-89.9% | $4,764-94.1% |
| Participant deferral / active EE | $1,970 | $4,415-55.4% | $3,537-44.3% | $5,851-66.3% |
| Admin fee / account holder | $5,368 | $6,210-13.6% | $3,841+39.8% | $11,601-53.7% |