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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 | $185,037 | $58,311+217.3% | $81,882+126.0% | $80,959+128.6% |
| Participation rate | 52.9% | 63.5%-10.5pp | 72.4%-19.4pp | 67.7%-14.7pp |
| Annual return | 17.66% | 41.85%-24.2pp | 779.47%-761.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $168 | $2,347-92.8% | $2,916-94.2% | $2,757-93.9% |
| Participant deferral / active EE | $6,286 | $3,287+91.3% | $4,323+45.4% | $4,300+46.2% |
| Admin fee / account holder | $54,310 | $4,752+1042.9% | $7,360+637.9% | $6,925+684.2% |