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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 | $197,750 | $111,878+76.8% | $93,727+111.0% | $145,897+35.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 12.20% | 204.28%-192.1pp | 133.83%-121.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $480 | $3,092-84.5% | $2,421-80.2% | $4,663-89.7% |
| Participant deferral / active EE | $6,000 | $4,920+21.9% | $4,417+35.8% | $6,689-10.3% |
| Admin fee / account holder | $1,380 | $10,256-86.5% | $8,292-83.4% | $13,390-89.7% |