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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 | $117,076 | $48,364+142.1% | $71,796+63.1% | $62,881+86.2% |
| Participation rate | 12.1% | 60.6%-48.5pp | 69.1%-57.0pp | 69.3%-57.2pp |
| Annual return | 9.24% | 13.16%-3.9pp | 78.04%-68.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,019 | $2,091-51.3% | $2,794-63.5% | $3,203-68.2% |
| Admin fee / account holder | $395 | $3,771-89.5% | $4,815-91.8% | $4,296-90.8% |