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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 | $88,672+116.0% | $105,223+82.0% | $82,448+132.3% |
| Participation rate | 19.1% | 67.9%-48.8pp | 75.0%-55.9pp | 68.1%-48.9pp |
| Annual return | 15.66% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $651 | $3,048-78.7% | $3,689-82.4% | $2,551-74.5% |
| Participant deferral / active EE | $2,386 | $4,036-40.9% | $5,072-52.9% | $4,139-42.3% |
| Admin fee / account holder | $913 | $7,146-87.2% | $8,859-89.7% | $7,234-87.4% |