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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 | $47,105+140.4% | $68,368+65.6% | $67,986+66.6% |
| Participation rate | 14.9% | 51.8%-36.9pp | 73.8%-58.8pp | 57.2%-42.3pp |
| Annual return | 19.74% | 48.37%-28.6pp | 292.57%-272.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $132 | $1,859-92.9% | $2,649-95.0% | $2,019-93.5% |
| Participant deferral / active EE | $1,095 | $2,374-53.9% | $4,123-73.4% | $3,358-67.4% |
| Admin fee / account holder | $766 | $2,435-68.5% | $5,150-85.1% | $3,203-76.1% |