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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 | $128,326 | $48,570+164.2% | $130,660-1.8% | $72,976+75.8% |
| Participation rate | 25.0% | 58.6%-33.6pp | 71.7%-46.7pp | 69.5%-44.5pp |
| Annual return | 54.33% | 38.63%+15.7pp | 1709.29%-1655.0pp | 81.02%-26.7pp |
| Employer contribution / active EE | $231 | $1,334-82.7% | $4,092-94.4% | $2,440-90.5% |
| Participant deferral / active EE | $1,022 | $2,384-57.1% | $3,603-71.6% | $3,608-71.7% |
| Admin fee / account holder | $747 | $3,549-78.9% | $5,463-86.3% | $5,124-85.4% |