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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 | $145,946 | $59,402+145.7% | $93,654+55.8% | $74,546+95.8% |
| Participation rate | 51.5% | 59.7%-8.2pp | 68.7%-17.2pp | 67.2%-15.7pp |
| Annual return | 10.94% | 81.86%-70.9pp | 133.34%-122.4pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $227 | $1,265-82.1% | $2,421-90.6% | $2,624-91.4% |
| Participant deferral / active EE | $6,128 | $3,049+101.0% | $4,413+38.9% | $4,347+41.0% |
| Admin fee / account holder | $26,442 | $3,023+774.8% | $8,282+219.3% | $1,944+1260.5% |