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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 | $119,103 | $80,781+47.4% | $102,437+16.3% | $74,478+59.9% |
| Participation rate | 43.6% | 65.7%-22.1pp | 74.5%-30.9pp | 67.2%-23.6pp |
| Annual return | 18.11% | 27.58%-9.5pp | 24.95%-6.8pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $294 | $3,160-90.7% | $3,871-92.4% | $2,626-88.8% |
| Participant deferral / active EE | $2,205 | $3,862-42.9% | $5,060-56.4% | $4,350-49.3% |
| Admin fee / account holder | $19,353 | $2,372+715.9% | $8,388+130.7% | $1,946+894.6% |