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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 | $197,150 | $122,131+61.4% | $499,661-60.5% | $122,131+61.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 87.9%-37.9pp | 75.1%-25.1pp |
| Annual return | 11.89% | 16.17%-4.3pp | 147.38%-135.5pp | 16.17%-4.3pp |
| Employer contribution / active EE | $748 | $3,608-79.3% | $8,771-91.5% | $3,608-79.3% |
| Participant deferral / active EE | $5,334 | $3,892+37.1% | $7,733-31.0% | $3,892+37.1% |
| Admin fee / account holder | $2,397 | $11,586-79.3% | $51,240-95.3% | $11,586-79.3% |