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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 | $141,917 | $72,071+96.9% | $68,368+107.6% | $137,256+3.4% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.0%-35.0pp |
| Annual return | 17.92% | 353.14%-335.2pp | 292.57%-274.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,106 | $4,410-74.9% | $4,123-73.2% | $6,407-82.7% |
| Admin fee / account holder | $2,057 | $5,336-61.5% | $5,150-60.1% | $12,270-83.2% |