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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 | $102,027 | $78,690+29.7% | $161,489-36.8% | $87,485+16.6% |
| Participation rate | 20.7% | 67.5%-46.8pp | 78.7%-58.0pp | 68.9%-48.2pp |
| Annual return | 17.09% | 32.74%-15.6pp | 89.72%-72.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $322 | $2,588-87.6% | $4,268-92.5% | $2,596-87.6% |
| Participant deferral / active EE | $1,355 | $3,311-59.1% | $5,630-75.9% | $4,274-68.3% |
| Admin fee / account holder | $21,678 | $6,724+222.4% | $16,006+35.4% | $7,775+178.8% |