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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 | $194,280 | $70,684+174.9% | $169,390+14.7% | $75,173+158.4% |
| Participation rate | 60.7% | 64.8%-4.1pp | 77.2%-16.5pp | 67.2%-6.5pp |
| Annual return | 17.37% | 36.38%-19.0pp | 406.07%-388.7pp | 160.72%-143.3pp |
| Employer contribution / active EE | $151 | $2,211-93.2% | $4,013-96.2% | $2,671-94.3% |
| Participant deferral / active EE | $6,085 | $4,310+41.2% | $6,222-2.2% | $4,126+47.5% |
| Admin fee / account holder | $55,676 | $5,404+930.3% | $9,015+517.6% | $5,651+885.3% |