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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 | $116,735 | $52,353+123.0% | $120,225-2.9% | $82,448+41.6% |
| Participation rate | 24.0% | 58.3%-34.3pp | 69.6%-45.6pp | 68.1%-44.1pp |
| Annual return | 13.67% | 61.85%-48.2pp | 439.23%-425.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $189 | $1,510-87.5% | $3,475-94.6% | $2,551-92.6% |
| Participant deferral / active EE | $1,096 | $2,627-58.3% | $3,999-72.6% | $4,139-73.5% |
| Admin fee / account holder | $1,477 | $4,363-66.1% | $5,696-74.1% | $7,234-79.6% |