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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 | $200,433 | $124,314+61.2% | $109,163+83.6% | $167,518+19.6% |
| Participation rate | 16.7% | 79.4%-62.8pp | 75.9%-59.2pp | 82.1%-65.4pp |
| Annual return | 18.23% | 26.04%-7.8pp | 25.75%-7.5pp | 478.71%-460.5pp |
| Employer contribution / active EE | $520 | $4,209-87.6% | $3,723-86.0% | $4,838-89.3% |
| Participant deferral / active EE | $3,250 | $5,256-38.2% | $4,654-30.2% | $6,342-48.8% |
| Admin fee / account holder | $1,385 | $7,973-82.6% | $6,754-79.5% | $12,312-88.8% |