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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 | $120,913 | $51,642+134.1% | $129,384-6.5% | $80,935+49.4% |
| Participation rate | 37.9% | 56.9%-19.0pp | 69.6%-31.7pp | 67.7%-29.7pp |
| Annual return | 17.68% | 20.78%-3.1pp | 9461.77%-9444.1pp | 35.66%-18.0pp |
| Employer contribution / active EE | $261 | $1,583-83.5% | $4,153-93.7% | $2,757-90.5% |
| Participant deferral / active EE | $770 | $2,670-71.2% | $4,166-81.5% | $4,299-82.1% |
| Admin fee / account holder | $8,314 | $4,312+92.8% | $7,686+8.2% | $6,924+20.1% |