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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 | $191,410 | $99,652+92.1% | $78,778+143.0% | $147,586+29.7% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | 20.89% | 47.28%-26.4pp | 35.62%-14.7pp | 578.59%-557.7pp |
| Employer contribution / active EE | $289 | $2,796-89.7% | $1,986-85.4% | $4,876-94.1% |
| Participant deferral / active EE | $1,463 | $3,664-60.1% | $2,958-50.5% | $5,439-73.1% |
| Admin fee / account holder | $2,480 | $7,155-65.3% | $5,134-51.7% | $10,886-77.2% |