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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 | $195,956 | $111,535+75.7% | $105,223+86.2% | $137,256+42.8% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 19.57% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $447 | $3,939-88.7% | $3,689-87.9% | $4,156-89.3% |
| Participant deferral / active EE | $2,160 | $5,500-60.7% | $5,072-57.4% | $6,407-66.3% |
| Admin fee / account holder | $3,138 | $9,721-67.7% | $8,859-64.6% | $12,270-74.4% |