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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 | $123,497 | $88,754+39.1% | $81,820+50.9% | $145,877-15.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 21.03% | 1031.77%-1010.7pp | 777.93%-756.9pp | 551.28%-530.3pp |
| Employer contribution / active EE | $9 | $3,085-99.7% | $2,915-99.7% | $4,663-99.8% |
| Participant deferral / active EE | $3,803 | $4,648-18.2% | $4,323-12.0% | $6,691-43.2% |
| Admin fee / account holder | $31,109 | $8,424+269.3% | $7,391+320.9% | $13,402+132.1% |