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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 | $183,964 | $73,787+149.3% | $98,716+86.4% | $82,448+123.1% |
| Participation rate | 18.5% | 61.4%-42.9pp | 69.3%-50.8pp | 68.1%-49.5pp |
| Annual return | 20.29% | 18.57%+1.7pp | 31.81%-11.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $317 | $1,511-79.0% | $2,279-86.1% | $2,551-87.6% |
| Participant deferral / active EE | $1,293 | $3,081-58.0% | $4,048-68.1% | $4,139-68.8% |
| Admin fee / account holder | $346 | $6,500-94.7% | $8,703-96.0% | $7,234-95.2% |