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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 | $235,025 | $110,303+113.1% | $95,759+145.4% | $139,487+68.5% |
| Participation rate | 16.7% | 75.7%-59.1pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 19.89% | 27.19%-7.3pp | 28.42%-8.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $287 | $3,261-91.2% | $2,836-89.9% | $4,755-94.0% |
| Participant deferral / active EE | $2,000 | $4,674-57.2% | $4,244-52.9% | $6,713-70.2% |
| Admin fee / account holder | $1,496 | $6,615-77.4% | $5,678-73.7% | $11,407-86.9% |