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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 | $185,719 | $129,737+43.2% | $119,126+55.9% | $154,746+20.0% |
| Participation rate | 15.4% | 78.9%-63.5pp | 75.8%-60.4pp | 80.7%-65.3pp |
| Annual return | 18.10% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $480 | $4,375-89.0% | $4,034-88.1% | $4,379-89.0% |
| Participant deferral / active EE | $4,192 | $5,842-28.2% | $5,318-21.2% | $6,730-37.7% |
| Admin fee / account holder | $1,210 | $11,961-89.9% | $10,693-88.7% | $14,365-91.6% |