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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 | $147,397 | $63,346+132.7% | $92,240+59.8% | $70,126+110.2% |
| Participation rate | 19.3% | 68.7%-49.4pp | 76.5%-57.2pp | 69.5%-50.2pp |
| Annual return | 18.71% | 530.19%-511.5pp | 176.29%-157.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $423 | $2,471-82.9% | $3,680-88.5% | $2,343-81.9% |
| Participant deferral / active EE | $2,444 | $2,854-14.4% | $3,897-37.3% | $3,332-26.6% |
| Admin fee / account holder | $1,498 | $3,841-61.0% | $5,194-71.2% | $4,645-67.7% |