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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 | $219,367 | $176,794+24.1% | $146,647+49.6% | $167,553+30.9% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 19.43% | 24.04%-4.6pp | 22.75%-3.3pp | 478.89%-459.5pp |
| Employer contribution / active EE | $591 | $5,161-88.5% | $4,137-85.7% | $4,840-87.8% |
| Participant deferral / active EE | $15,016 | $6,440+133.2% | $5,506+172.7% | $6,343+136.8% |
| Admin fee / account holder | $386,630 | $13,262+2815.3% | $10,281+3660.8% | $12,316+3039.2% |