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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 | $111,731 | $79,223+41.0% | $102,460+9.0% | $74,478+50.0% |
| Participation rate | 31.1% | 74.8%-43.6pp | 76.5%-45.4pp | 67.2%-36.1pp |
| Annual return | 14.82% | 54.98%-40.2pp | 29.47%-14.6pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $444 | $2,363-81.2% | $3,025-85.3% | $2,626-83.1% |
| Participant deferral / active EE | $2,601 | $4,417-41.1% | $5,056-48.6% | $4,350-40.2% |
| Admin fee / account holder | $7,049 | $2,003+251.9% | $9,460-25.5% | $1,946+262.3% |