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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 | $245,735 | $88,672+177.1% | $105,223+133.5% | $82,448+198.0% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 13.23% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $532 | $3,048-82.5% | $3,689-85.6% | $2,551-79.1% |
| Participant deferral / active EE | $3,357 | $4,036-16.8% | $5,072-33.8% | $4,139-18.9% |
| Admin fee / account holder | $18,272 | $7,146+155.7% | $8,859+106.3% | $7,234+152.6% |