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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 | $169,637 | $88,672+91.3% | $105,223+61.2% | $82,448+105.8% |
| Participation rate | 51.4% | 67.9%-16.6pp | 75.0%-23.7pp | 68.1%-16.7pp |
| Annual return | 12.87% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $557 | $3,048-81.7% | $3,689-84.9% | $2,551-78.2% |
| Participant deferral / active EE | $6,642 | $4,036+64.6% | $5,072+31.0% | $4,139+60.5% |
| Admin fee / account holder | $80,400 | $7,146+1025.1% | $8,859+807.6% | $7,234+1011.4% |