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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 | $123,411 | $78,607+57.0% | $105,624+16.8% | $74,478+65.7% |
| Participation rate | 26.2% | 72.8%-46.6pp | 75.3%-49.1pp | 67.2%-41.0pp |
| Annual return | 11.42% | 15.96%-4.5pp | 116.20%-104.8pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $170 | $2,523-93.3% | $3,168-94.6% | $2,626-93.5% |
| Participant deferral / active EE | $2,232 | $4,325-48.4% | $5,013-55.5% | $4,350-48.7% |
| Admin fee / account holder | $8,666 | $2,220+290.4% | $10,961-20.9% | $1,946+345.4% |