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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 | $124,980+60.3% | $108,359+84.9% | $154,746+29.5% |
| Participation rate | 26.1% | 75.2%-49.1pp | 70.1%-44.0pp | 80.7%-54.6pp |
| Annual return | 12.39% | 45.00%-32.6pp | 36.89%-24.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $33 | $2,851-98.8% | $2,399-98.6% | $4,379-99.2% |
| Participant deferral / active EE | $1,439 | $4,743-69.7% | $4,137-65.2% | $6,730-78.6% |
| Admin fee / account holder | $29,486 | $11,502+156.4% | $9,741+202.7% | $14,365+105.3% |