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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 | $129,430 | $49,199+163.1% | $121,204+6.8% | $75,173+72.2% |
| Participation rate | 18.5% | 55.4%-36.9pp | 69.5%-51.0pp | 67.2%-48.7pp |
| Annual return | 14.98% | 56.04%-41.1pp | 987.18%-972.2pp | 160.72%-145.7pp |
| Employer contribution / active EE | $232 | $1,547-85.0% | $4,170-94.4% | $2,671-91.3% |
| Participant deferral / active EE | $1,643 | $2,630-37.5% | $4,083-59.7% | $4,126-60.2% |
| Admin fee / account holder | $6,433 | $3,946+63.0% | $5,651+13.8% | $5,651+13.8% |