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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 | $121,907 | $78,636+55.0% | $105,607+15.4% | $74,459+63.7% |
| Participation rate | 36.4% | 72.8%-36.4pp | 75.3%-38.9pp | 67.2%-30.9pp |
| Annual return | 15.20% | 15.96%-0.8pp | 116.11%-100.9pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $633 | $2,523-74.9% | $3,167-80.0% | $2,626-75.9% |
| Participant deferral / active EE | $2,532 | $4,322-41.4% | $5,011-49.5% | $4,350-41.8% |
| Admin fee / account holder | $9,900 | $2,220+345.9% | $10,958-9.7% | $1,945+409.1% |