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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 | $139,722 | $77,920+79.3% | $149,723-6.7% | $75,177+85.9% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 13.77% | 31.72%-18.0pp | 134.50%-120.7pp | 160.75%-147.0pp |
| Employer contribution / active EE | $171 | $3,138-94.6% | $4,821-96.5% | $2,671-93.6% |
| Participant deferral / active EE | $3,020 | $3,411-11.5% | $5,682-46.8% | $4,126-26.8% |
| Admin fee / account holder | $20,916 | $5,951+251.5% | $13,215+58.3% | $5,651+270.1% |