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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 | $110,462 | $51,642+113.9% | $129,384-14.6% | $80,935+36.5% |
| Participation rate | 22.9% | 56.9%-34.0pp | 69.6%-46.7pp | 67.7%-44.7pp |
| Annual return | 11.16% | 20.78%-9.6pp | 9461.77%-9450.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $146 | $1,583-90.8% | $4,153-96.5% | $2,757-94.7% |
| Participant deferral / active EE | $845 | $2,670-68.4% | $4,166-79.7% | $4,299-80.4% |
| Admin fee / account holder | $23,769 | $4,312+451.3% | $7,686+209.3% | $6,924+243.3% |