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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 | $172,815 | $88,672+94.9% | $105,223+64.2% | $82,448+109.6% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.5pp | 68.1%-39.5pp |
| Annual return | 13.32% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $151 | $3,048-95.0% | $3,689-95.9% | $2,551-94.1% |
| Participant deferral / active EE | $2,515 | $4,036-37.7% | $5,072-50.4% | $4,139-39.2% |
| Admin fee / account holder | $23,288 | $7,146+225.9% | $8,859+162.9% | $7,234+221.9% |