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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 | $113,236 | $45,900+146.7% | $94,057+20.4% | $64,340+76.0% |
| Participation rate | 14.9% | 50.6%-35.7pp | 73.3%-58.4pp | 55.2%-40.3pp |
| Annual return | 19.74% | 50.47%-30.7pp | 480.62%-460.9pp | 24.14%-4.4pp |
| Employer contribution / active EE | $132 | $1,612-91.8% | $2,933-95.5% | $1,862-92.9% |
| Participant deferral / active EE | $1,095 | $2,102-47.9% | $4,709-76.8% | $2,980-63.3% |
| Admin fee / account holder | $766 | $3,143-75.6% | $7,244-89.4% | $3,703-79.3% |