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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 | $189,463 | $124,330+52.4% | $109,173+73.5% | $167,536+13.1% |
| Participation rate | 26.7% | 79.5%-52.8pp | 75.9%-49.2pp | 82.1%-55.4pp |
| Annual return | 22.49% | 26.04%-3.6pp | 25.75%-3.3pp | 478.82%-456.3pp |
| Employer contribution / active EE | $746 | $4,209-82.3% | $3,723-80.0% | $4,839-84.6% |
| Participant deferral / active EE | $2,460 | $5,256-53.2% | $4,654-47.1% | $6,342-61.2% |
| Admin fee / account holder | $1,626 | $7,974-79.6% | $6,755-75.9% | $12,315-86.8% |