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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 | $146,022 | $81,276+79.7% | $155,574-6.1% | $80,925+80.4% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.7%-56.5pp |
| Annual return | 11.26% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $238 | $3,103-92.3% | $4,676-94.9% | $2,756-91.4% |
| Participant deferral / active EE | $907 | $3,453-73.7% | $5,629-83.9% | $4,299-78.9% |
| Admin fee / account holder | $1,145 | $7,993-85.7% | $15,914-92.8% | $6,940-83.5% |