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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 | $181,966 | $80,781+125.3% | $102,437+77.6% | $74,478+144.3% |
| Participation rate | 29.2% | 65.7%-36.5pp | 74.5%-45.3pp | 67.2%-38.1pp |
| Annual return | 16.92% | 27.58%-10.7pp | 24.95%-8.0pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $517 | $3,160-83.6% | $3,871-86.6% | $2,626-80.3% |
| Participant deferral / active EE | $1,878 | $3,862-51.4% | $5,060-62.9% | $4,350-56.8% |
| Admin fee / account holder | $4,882 | $2,372+105.8% | $8,388-41.8% | $1,946+150.9% |