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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 | $180,006 | $111,535+61.4% | $105,223+71.1% | $137,256+31.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.39% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $715 | $3,939-81.9% | $3,689-80.6% | $4,156-82.8% |
| Participant deferral / active EE | $6,188 | $5,500+12.5% | $5,072+22.0% | $6,407-3.4% |
| Admin fee / account holder | $1,815 | $9,721-81.3% | $8,859-79.5% | $12,270-85.2% |