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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 | $53,063+120.0% | $124,206-6.0% | $82,637+41.3% |
| Participation rate | 24.0% | 58.4%-34.4pp | 69.6%-45.6pp | 68.1%-44.1pp |
| Annual return | 13.67% | 68.87%-55.2pp | 515.27%-501.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $189 | $1,530-87.7% | $3,540-94.7% | $2,552-92.6% |
| Participant deferral / active EE | $1,096 | $2,644-58.6% | $3,968-72.4% | $4,126-73.4% |
| Admin fee / account holder | $1,477 | $4,281-65.5% | $5,929-75.1% | $7,339-79.9% |