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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 | $95,510 | $49,896+91.4% | $80,627+18.5% | $75,173+27.1% |
| Participation rate | 21.4% | 55.3%-33.9pp | 67.0%-45.6pp | 67.2%-45.8pp |
| Annual return | 18.13% | 34.67%-16.5pp | 936.76%-918.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $226 | $1,699-86.7% | $2,723-91.7% | $2,671-91.5% |
| Participant deferral / active EE | $945 | $2,992-68.4% | $4,443-78.7% | $4,126-77.1% |
| Admin fee / account holder | $579 | $3,578-83.8% | $5,381-89.2% | $5,651-89.8% |