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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 | $111,592 | $59,467+87.7% | $93,727+19.1% | $74,478+49.8% |
| Participation rate | 20.6% | 59.6%-39.0pp | 68.7%-48.1pp | 67.2%-46.6pp |
| Annual return | 12.32% | 82.14%-69.8pp | 133.83%-121.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,340 | $3,052-56.1% | $4,417-69.7% | $4,350-69.2% |
| Admin fee / account holder | $3,956 | $3,028+30.6% | $8,292-52.3% | $1,946+103.3% |