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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 | $200,118 | $84,713+136.2% | $75,717+164.3% | $167,518+19.5% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.8%-38.5pp | 82.1%-45.7pp |
| Annual return | 13.11% | 199.49%-186.4pp | 104.58%-91.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,201 | $4,578-73.8% | $3,821-68.6% | $6,342-81.1% |
| Admin fee / account holder | $738 | $5,357-86.2% | $3,619-79.6% | $12,312-94.0% |