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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 | $200,405 | $112,729+77.8% | $98,716+103.0% | $137,256+46.0% |
| Participation rate | 26.1% | 74.2%-48.1pp | 69.3%-43.2pp | 80.0%-53.9pp |
| Annual return | 12.39% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $33 | $2,725-98.8% | $2,279-98.5% | $4,156-99.2% |
| Participant deferral / active EE | $1,439 | $4,640-69.0% | $4,048-64.5% | $6,407-77.5% |
| Admin fee / account holder | $29,486 | $10,129+191.1% | $8,703+238.8% | $12,270+140.3% |