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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 | $88,672+97.5% | $105,223+66.4% | $82,448+112.4% |
| Participation rate | 21.2% | 67.9%-46.7pp | 75.0%-53.8pp | 68.1%-46.9pp |
| Annual return | 24.30% | 30.86%-6.6pp | 180.65%-156.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $21 | $3,048-99.3% | $3,689-99.4% | $2,551-99.2% |
| Participant deferral / active EE | $4,053 | $4,036+0.4% | $5,072-20.1% | $4,139-2.1% |
| Admin fee / account holder | $39,315 | $7,146+450.2% | $8,859+343.8% | $7,234+443.4% |