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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 | $145,185 | $62,409+132.6% | $120,524+20.5% | $74,429+95.1% |
| Participation rate | 8.9% | 56.8%-47.8pp | 71.9%-63.0pp | 67.2%-58.3pp |
| Annual return | 16.11% | 18.62%-2.5pp | 107.36%-91.3pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $201 | $1,847-89.1% | $3,469-94.2% | $2,625-92.3% |
| Participant deferral / active EE | $1,294 | $2,888-55.2% | $4,994-74.1% | $4,348-70.2% |
| Admin fee / account holder | $1,489 | $2,394-37.8% | $9,440-84.2% | $1,944-23.4% |