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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 | $121,053 | $85,171+42.1% | $172,752-29.9% | $72,975+65.9% |
| Participation rate | 55.8% | 70.1%-14.2pp | 82.6%-26.8pp | 69.5%-13.7pp |
| Annual return | 19.56% | 27.32%-7.8pp | 802.97%-783.4pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,198 | $3,260-32.6% | $5,198-57.7% | $3,608-39.1% |
| Admin fee / account holder | $4,210 | $5,880-28.4% | $13,955-69.8% | $5,124-17.8% |