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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 | $199,722 | $71,208+180.5% | $93,681+113.2% | $80,911+146.8% |
| Participation rate | 38.3% | 60.4%-22.1pp | 68.7%-30.5pp | 67.6%-29.4pp |
| Annual return | 10.60% | 11.27%-0.7pp | 133.47%-122.9pp | 35.63%-25.0pp |
| Employer contribution / active EE | $14 | $1,564-99.1% | $2,422-99.4% | $2,756-99.5% |
| Participant deferral / active EE | $3,758 | $4,035-6.9% | $4,415-14.9% | $4,297-12.5% |
| Admin fee / account holder | $13,396 | $6,951+92.7% | $8,290+61.6% | $6,935+93.2% |