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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 | $178,485 | $99,995+78.5% | $85,063+109.8% | $145,978+22.3% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 11.41% | 83.99%-72.6pp | 66.54%-55.1pp | 550.52%-539.1pp |
| Employer contribution / active EE | $300 | $3,231-90.7% | $2,727-89.0% | $4,662-93.6% |
| Participant deferral / active EE | $2,500 | $5,295-52.8% | $4,523-44.7% | $6,690-62.6% |
| Admin fee / account holder | $1,623 | $7,255-77.6% | $6,155-73.6% | $13,400-87.9% |