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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 | $176,118 | $29,319+500.7% | $52,425+235.9% | $82,448+113.6% |
| Participation rate | 2.3% | 46.9%-44.5pp | 55.6%-53.3pp | 68.1%-65.7pp |
| Annual return | 17.18% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.5pp |
| Employer contribution / active EE | $34 | $586-94.2% | $914-96.3% | $2,551-98.7% |
| Participant deferral / active EE | $1,256 | $1,171+7.2% | $1,790-29.9% | $4,139-69.7% |
| Admin fee / account holder | $3,862 | $1,962+96.8% | $2,495+54.8% | $7,234-46.6% |