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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 | $113,355 | $48,053+135.9% | $84,628+33.9% | $72,975+55.3% |
| Participation rate | 27.8% | 57.6%-29.8pp | 68.2%-40.5pp | 69.5%-41.7pp |
| Annual return | 23.14% | 37.39%-14.2pp | 258.80%-235.7pp | 81.01%-57.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,620 | $2,681-39.6% | $3,900-58.5% | $3,608-55.1% |
| Admin fee / account holder | $11,367 | $3,395+234.8% | $4,914+131.3% | $5,124+121.8% |