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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 | $221,006 | $223,823-1.3% | $211,142+4.7% | $154,746+42.8% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 13.73% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,460 | $6,787-78.5% | $6,442-77.3% | $4,379-66.7% |
| Participant deferral / active EE | $11,484 | $9,750+17.8% | $9,284+23.7% | $6,730+70.6% |
| Admin fee / account holder | $222,109 | $19,707+1027.1% | $19,076+1064.3% | $14,365+1446.2% |