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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 | $202,521 | $100,203+102.1% | $85,240+137.6% | $145,897+38.8% |
| Participation rate | 9.1% | 74.1%-65.0pp | 67.5%-58.4pp | 80.3%-71.2pp |
| Annual return | 29.32% | 84.28%-55.0pp | 66.75%-37.4pp | 552.29%-523.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,773 | $5,299-47.7% | $4,527-38.8% | $6,689-58.5% |
| Admin fee / account holder | $667 | $7,265-90.8% | $6,165-89.2% | $13,390-95.0% |