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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 | $135,250 | $88,117+53.5% | $164,928-18.0% | $74,400+81.8% |
| Participation rate | 32.5% | 73.1%-40.6pp | 78.6%-46.1pp | 67.2%-34.7pp |
| Annual return | 14.69% | 17.27%-2.6pp | 70.08%-55.4pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $442 | $2,596-83.0% | $4,343-89.8% | $2,624-83.2% |
| Participant deferral / active EE | $2,817 | $4,501-37.4% | $6,034-53.3% | $4,348-35.2% |
| Admin fee / account holder | $44,730 | $2,230+1906.0% | $12,684+252.6% | $1,944+2201.4% |