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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 | $179,524 | $72,269+148.4% | $101,271+77.3% | $79,852+124.8% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 12.65% | 22.29%-9.6pp | 46.48%-33.8pp | 31.72%-19.1pp |
| Employer contribution / active EE | $364 | $2,692-86.5% | $3,660-90.1% | $2,471-85.3% |
| Participant deferral / active EE | $1,932 | $3,282-41.1% | $4,371-55.8% | $3,740-48.4% |
| Admin fee / account holder | $10,299 | $4,401+134.0% | $5,948+73.2% | $5,306+94.1% |