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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 | $191,513 | $93,345+105.2% | $119,126+60.8% | $87,485+118.9% |
| Participation rate | 19.1% | 68.7%-49.6pp | 75.8%-56.6pp | 68.9%-49.8pp |
| Annual return | 15.66% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $651 | $3,172-79.5% | $4,034-83.9% | $2,596-74.9% |
| Participant deferral / active EE | $2,386 | $4,099-41.8% | $5,318-55.1% | $4,274-44.2% |
| Admin fee / account holder | $913 | $8,039-88.6% | $10,693-91.5% | $7,775-88.3% |