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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 | $120,539 | $95,383+26.4% | $185,837-35.1% | $85,856+40.4% |
| Participation rate | 39.3% | 68.8%-29.5pp | 81.7%-42.4pp | 69.3%-30.0pp |
| Annual return | 32.63% | 23.59%+9.0pp | 122.08%-89.5pp | 318.58%-286.0pp |
| Employer contribution / active EE | $228 | $3,313-93.1% | $5,168-95.6% | $2,565-91.1% |
| Participant deferral / active EE | $1,285 | $3,423-62.5% | $5,568-76.9% | $3,952-67.5% |
| Admin fee / account holder | $4,122 | $7,213-42.8% | $16,241-74.6% | $6,261-34.2% |