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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 | $134,347 | $59,467+125.9% | $93,727+43.3% | $74,478+80.4% |
| Participation rate | 50.4% | 59.6%-9.3pp | 68.7%-18.4pp | 67.2%-16.9pp |
| Annual return | 15.12% | 82.14%-67.0pp | 133.83%-118.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $158 | $1,267-87.5% | $2,421-93.5% | $2,626-94.0% |
| Participant deferral / active EE | $4,422 | $3,052+44.9% | $4,417+0.1% | $4,350+1.7% |
| Admin fee / account holder | $5,698 | $3,028+88.2% | $8,292-31.3% | $1,946+192.9% |