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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 | $87,105 | $59,467+46.5% | $93,727-7.1% | $74,478+17.0% |
| Participation rate | 34.4% | 59.6%-25.3pp | 68.7%-34.4pp | 67.2%-32.9pp |
| Annual return | 22.01% | 82.14%-60.1pp | 133.83%-111.8pp | 1370.56%-1348.6pp |
| Employer contribution / active EE | $242 | $1,267-80.9% | $2,421-90.0% | $2,626-90.8% |
| Participant deferral / active EE | $1,592 | $3,052-47.8% | $4,417-64.0% | $4,350-63.4% |
| Admin fee / account holder | $8,540 | $3,028+182.0% | $8,292+3.0% | $1,946+338.9% |