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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 | $154,861 | $55,902+177.0% | $76,030+103.7% | $80,959+91.3% |
| Participation rate | 48.1% | 62.1%-13.9pp | 69.1%-20.9pp | 67.7%-19.5pp |
| Annual return | 13.66% | 20.59%-6.9pp | 361.54%-347.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $370 | $1,867-80.2% | $2,688-86.2% | $2,757-86.6% |
| Participant deferral / active EE | $3,257 | $3,051+6.8% | $4,257-23.5% | $4,300-24.3% |
| Admin fee / account holder | $2,745 | $5,239-47.6% | $6,421-57.2% | $6,925-60.4% |