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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 | $166,653 | $89,364+86.5% | $141,177+18.0% | $72,983+128.3% |
| Participation rate | 42.3% | 75.1%-32.8pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 20.09% | 111.86%-91.8pp | 71.40%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $136 | $3,115-95.6% | $4,736-97.1% | $2,440-94.4% |
| Participant deferral / active EE | $2,718 | $5,419-49.8% | $6,710-59.5% | $3,608-24.6% |
| Admin fee / account holder | $21,556 | $5,959+261.7% | $10,263+110.0% | $5,124+320.7% |