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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 | $177,748 | $107,368+65.5% | $92,915+91.3% | $152,909+16.2% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 20.51% | 145.64%-125.1pp | 109.45%-88.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $167 | $4,222-96.1% | $3,653-95.4% | $4,764-96.5% |
| Participant deferral / active EE | $1,716 | $4,848-64.6% | $4,238-59.5% | $5,851-70.7% |
| Admin fee / account holder | $1,377 | $7,082-80.6% | $5,796-76.2% | $11,601-88.1% |