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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 | $113,581 | $43,496+161.1% | $161,489-29.7% | $64,340+76.5% |
| Participation rate | 29.1% | 53.5%-24.5pp | 78.7%-49.6pp | 55.2%-26.2pp |
| Annual return | 12.52% | 20.76%-8.2pp | 89.72%-77.2pp | 24.14%-11.6pp |
| Employer contribution / active EE | $80 | $1,431-94.4% | $4,268-98.1% | $1,862-95.7% |
| Participant deferral / active EE | $1,658 | $1,996-16.9% | $5,630-70.6% | $2,980-44.4% |
| Admin fee / account holder | $13,306 | $2,330+471.0% | $16,006-16.9% | $3,703+259.4% |