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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 | $91,038 | $80,812+12.7% | $160,784-43.4% | $82,448+10.4% |
| Participation rate | 24.0% | 66.2%-42.3pp | 77.0%-53.0pp | 68.1%-44.1pp |
| Annual return | 14.95% | 100.59%-85.6pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $110 | $2,174-95.0% | $3,733-97.1% | $2,551-95.7% |
| Participant deferral / active EE | $1,776 | $4,335-59.0% | $6,293-71.8% | $4,139-57.1% |
| Admin fee / account holder | $4,838 | $7,695-37.1% | $9,717-50.2% | $7,234-33.1% |