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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 | $108,480 | $212,386-48.9% | $199,883-45.7% | $138,895-21.9% |
| Participation rate | 41.7% | 87.4%-45.7pp | 86.8%-45.1pp | 79.9%-38.3pp |
| Annual return | 13.35% | 47.75%-34.4pp | 43.81%-30.5pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,209 | $6,625-81.8% | $6,261-80.7% | $4,194-71.2% |
| Participant deferral / active EE | $3,831 | $9,617-60.2% | $9,138-58.1% | $6,396-40.1% |
| Admin fee / account holder | $36,552 | $18,233+100.5% | $17,268+111.7% | $12,562+191.0% |