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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 | $120,139 | $49,891+140.8% | $80,607+49.0% | $75,181+59.8% |
| Participation rate | 61.1% | 55.3%+5.8pp | 67.0%-5.9pp | 67.2%-6.1pp |
| Annual return | 14.97% | 34.67%-19.7pp | 936.11%-921.1pp | 160.69%-145.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,602 | $2,991+187.6% | $4,448+93.4% | $4,126+108.5% |
| Admin fee / account holder | $16,268 | $3,578+354.7% | $5,379+202.4% | $5,650+187.9% |