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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 | $205,240 | $89,259+129.9% | $107,187+91.5% | $82,637+148.4% |
| Participation rate | 56.1% | 67.9%-11.8pp | 75.0%-18.9pp | 68.1%-12.0pp |
| Annual return | 18.11% | 21.02%-2.9pp | 204.55%-186.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $663 | $3,080-78.5% | $3,782-82.5% | $2,552-74.0% |
| Participant deferral / active EE | $2,146 | $4,037-46.9% | $5,096-57.9% | $4,126-48.0% |
| Admin fee / account holder | $1,188 | $7,381-83.9% | $9,162-87.0% | $7,339-83.8% |