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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 | $136,989 | $59,467+130.4% | $93,727+46.2% | $74,478+83.9% |
| Participation rate | 25.5% | 59.6%-34.1pp | 68.7%-43.2pp | 67.2%-41.7pp |
| Annual return | 17.39% | 82.14%-64.7pp | 133.83%-116.4pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,714 | $3,052-43.8% | $4,417-61.2% | $4,350-60.6% |
| Admin fee / account holder | $14,678 | $3,028+384.7% | $8,292+77.0% | $1,946+654.3% |