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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 | $126,363 | $99,031+27.6% | $86,597+45.9% | $147,585-14.4% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 197.60% | 1312.56%-1115.0pp | 964.96%-767.4pp | 578.57%-381.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,395 | $3,972-64.9% | $3,609-61.3% | $5,439-74.3% |
| Admin fee / account holder | $2,213 | $5,711-61.2% | $4,906-54.9% | $10,885-79.7% |