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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 | $175,086 | $89,259+96.2% | $107,187+63.3% | $82,637+111.9% |
| Participation rate | 21.2% | 67.9%-46.7pp | 75.0%-53.8pp | 68.1%-46.8pp |
| Annual return | 24.30% | 21.02%+3.3pp | 204.55%-180.2pp | 53.51%-29.2pp |
| Employer contribution / active EE | $21 | $3,080-99.3% | $3,782-99.4% | $2,552-99.2% |
| Participant deferral / active EE | $4,053 | $4,037+0.4% | $5,096-20.5% | $4,126-1.8% |
| Admin fee / account holder | $39,315 | $7,381+432.6% | $9,162+329.1% | $7,339+435.7% |