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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 | $112,121 | $58,311+92.3% | $81,882+36.9% | $80,959+38.5% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 11.31% | 41.85%-30.5pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $21 | $2,347-99.1% | $2,916-99.3% | $2,757-99.2% |
| Participant deferral / active EE | $1,930 | $3,287-41.3% | $4,323-55.4% | $4,300-55.1% |
| Admin fee / account holder | $1,637 | $4,752-65.6% | $7,360-77.8% | $6,925-76.4% |