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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 | $86,341 | $54,558+58.3% | $76,051+13.5% | $74,400+16.1% |
| Participation rate | 40.4% | 60.3%-19.9pp | 69.1%-28.7pp | 67.2%-26.8pp |
| Annual return | 12.03% | 31.83%-19.8pp | 360.42%-348.4pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $62 | $1,778-96.5% | $2,690-97.7% | $2,624-97.6% |
| Participant deferral / active EE | $1,679 | $3,065-45.2% | $4,257-60.6% | $4,348-61.4% |
| Admin fee / account holder | $3,238 | $2,232+45.1% | $6,416-49.5% | $1,944+66.6% |