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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 | $168,603 | $47,848+252.4% | $81,473+106.9% | $70,126+140.4% |
| Participation rate | 7.7% | 58.3%-50.6pp | 68.0%-60.3pp | 69.5%-61.8pp |
| Annual return | 20.71% | 27.25%-6.5pp | 38.78%-18.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $188 | $1,527-87.7% | $2,568-92.7% | $2,343-92.0% |
| Participant deferral / active EE | $794 | $2,453-67.6% | $3,537-77.6% | $3,332-76.2% |
| Admin fee / account holder | $1,049 | $3,145-66.6% | $4,561-77.0% | $4,645-77.4% |