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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 | $237,515 | $52,353+353.7% | $120,225+97.6% | $82,448+188.1% |
| Participation rate | 14.5% | 58.3%-43.9pp | 69.6%-55.1pp | 68.1%-53.6pp |
| Annual return | 14.45% | 61.85%-47.4pp | 439.23%-424.8pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,683 | $2,627-35.9% | $3,999-57.9% | $4,139-59.3% |
| Admin fee / account holder | $59,263 | $4,363+1258.4% | $5,696+940.4% | $7,234+719.2% |