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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 | $195,531 | $71,197+174.6% | $93,669+108.7% | $80,925+141.6% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 14.73% | 11.27%+3.5pp | 133.59%-118.9pp | 35.65%-20.9pp |
| Employer contribution / active EE | $333 | $1,565-78.7% | $2,424-86.2% | $2,756-87.9% |
| Participant deferral / active EE | $1,547 | $4,036-61.7% | $4,416-65.0% | $4,299-64.0% |
| Admin fee / account holder | $38,019 | $6,959+446.3% | $8,291+358.6% | $6,940+447.8% |