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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 | $248,934 | $74,535+234.0% | $100,712+147.2% | $82,637+201.2% |
| Participation rate | 17.8% | 61.2%-43.4pp | 69.3%-51.5pp | 68.1%-50.2pp |
| Annual return | 14.06% | 18.92%-4.9pp | 33.27%-19.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $78 | $1,503-94.8% | $2,313-96.6% | $2,552-97.0% |
| Participant deferral / active EE | $1,331 | $3,074-56.7% | $4,085-67.4% | $4,126-67.7% |
| Admin fee / account holder | $1,730 | $6,576-73.7% | $9,256-81.3% | $7,339-76.4% |