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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 | $121,965 | $88,672+37.5% | $105,223+15.9% | $82,448+47.9% |
| Participation rate | 20.0% | 67.9%-47.9pp | 75.0%-55.0pp | 68.1%-48.1pp |
| Annual return | 18.42% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $797 | $3,048-73.9% | $3,689-78.4% | $2,551-68.8% |
| Participant deferral / active EE | $3,634 | $4,036-10.0% | $5,072-28.4% | $4,139-12.2% |
| Admin fee / account holder | $60,502 | $7,146+746.7% | $8,859+583.0% | $7,234+736.3% |