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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 | $160,025 | $118,488+35.1% | $98,462+62.5% | $139,487+14.7% |
| Participation rate | 40.0% | 77.5%-37.5pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 11.66% | 18.96%-7.3pp | 21.17%-9.5pp | 373.84%-362.2pp |
| Employer contribution / active EE | $8 | $3,611-99.8% | $3,049-99.7% | $4,755-99.8% |
| Participant deferral / active EE | $3,027 | $5,393-43.9% | $4,738-36.1% | $6,713-54.9% |
| Admin fee / account holder | $84,338 | $13,868+508.1% | $8,875+850.3% | $11,407+639.3% |