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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 | $187,911 | $69,511+170.3% | $94,664+98.5% | $71,511+162.8% |
| Participation rate | 51.7% | 78.4%-26.7pp | 80.8%-29.1pp | 67.9%-16.2pp |
| Annual return | 17.48% | 29.67%-12.2pp | 156.84%-139.4pp | 28.86%-11.4pp |
| Employer contribution / active EE | $214 | $2,853-92.5% | $3,673-94.2% | $2,589-91.8% |
| Participant deferral / active EE | $8,762 | $7,348+19.2% | $7,417+18.1% | $4,291+104.2% |
| Admin fee / account holder | $15,530 | $1,211+1182.6% | $7,222+115.1% | $1,588+877.7% |