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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 | $218,726 | $90,489+141.7% | $76,051+187.6% | $145,978+49.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.08% | 622.78%-605.7pp | 360.42%-343.3pp | 550.52%-533.4pp |
| Employer contribution / active EE | $347 | $3,319-89.6% | $2,690-87.1% | $4,662-92.6% |
| Participant deferral / active EE | $1,505 | $5,164-70.9% | $4,257-64.7% | $6,690-77.5% |
| Admin fee / account holder | $17,092 | $8,374+104.1% | $6,416+166.4% | $13,400+27.5% |