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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 | $127,190 | $45,123+181.9% | $85,240+49.2% | $74,478+70.8% |
| Participation rate | 23.8% | 49.4%-25.5pp | 67.5%-43.7pp | 67.2%-43.4pp |
| Annual return | 11.33% | 26.32%-15.0pp | 66.75%-55.4pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $142 | $1,459-90.3% | $2,735-94.8% | $2,626-94.6% |
| Participant deferral / active EE | $2,670 | $2,736-2.4% | $4,527-41.0% | $4,350-38.6% |
| Admin fee / account holder | $21,756 | $2,215+882.4% | $6,165+252.9% | $1,946+1018.1% |