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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 | $232,200 | $112,729+106.0% | $98,716+135.2% | $137,256+69.2% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.3%-56.8pp | 80.0%-67.5pp |
| Annual return | 21.14% | 38.48%-17.3pp | 31.81%-10.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $184 | $2,725-93.2% | $2,279-91.9% | $4,156-95.6% |
| Participant deferral / active EE | $2,639 | $4,640-43.1% | $4,048-34.8% | $6,407-58.8% |
| Admin fee / account holder | $1,232 | $10,129-87.8% | $8,703-85.8% | $12,270-90.0% |