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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 | $202,502 | $111,535+81.6% | $105,223+92.4% | $137,256+47.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.24% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $434 | $3,939-89.0% | $3,689-88.2% | $4,156-89.6% |
| Participant deferral / active EE | $16,400 | $5,500+198.2% | $5,072+223.4% | $6,407+156.0% |
| Admin fee / account holder | $890 | $9,721-90.9% | $8,859-90.0% | $12,270-92.8% |