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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 | $204,217 | $117,895+73.2% | $102,460+99.3% | $145,897+40.0% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 11.18% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $679 | $3,619-81.2% | $3,025-77.6% | $4,663-85.4% |
| Participant deferral / active EE | $2,380 | $5,736-58.5% | $5,056-52.9% | $6,689-64.4% |
| Admin fee / account holder | $5,151 | $13,353-61.4% | $9,460-45.6% | $13,390-61.5% |