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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 | $186,721 | $112,729+65.6% | $98,716+89.1% | $137,256+36.0% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 16.20% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $194 | $2,725-92.9% | $2,279-91.5% | $4,156-95.3% |
| Participant deferral / active EE | $2,626 | $4,640-43.4% | $4,048-35.1% | $6,407-59.0% |
| Admin fee / account holder | $35,706 | $10,129+252.5% | $8,703+310.3% | $12,270+191.0% |