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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 | $222,026 | $80,812+174.7% | $160,784+38.1% | $82,448+169.3% |
| Participation rate | 28.6% | 66.2%-37.7pp | 77.0%-48.4pp | 68.1%-39.5pp |
| Annual return | 16.44% | 100.59%-84.1pp | 1803.92%-1787.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $242 | $2,174-88.9% | $3,733-93.5% | $2,551-90.5% |
| Participant deferral / active EE | $2,078 | $4,335-52.1% | $6,293-67.0% | $4,139-49.8% |
| Admin fee / account holder | $5,972 | $7,695-22.4% | $9,717-38.5% | $7,234-17.5% |