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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 | $189,783 | $91,537+107.3% | $130,045+45.9% | $75,173+152.5% |
| Participation rate | 63.9% | 71.5%-7.6pp | 78.5%-14.6pp | 67.2%-3.3pp |
| Annual return | 14.80% | -631.55%+646.3pp | -137.30%+152.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $242 | $2,845-91.5% | $4,321-94.4% | $2,671-90.9% |
| Participant deferral / active EE | $4,544 | $4,343+4.6% | $5,820-21.9% | $4,126+10.1% |
| Admin fee / account holder | $107,513 | $6,780+1485.8% | $10,600+914.2% | $5,651+1802.7% |