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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 | $59,467+145.4% | $93,727+55.7% | $74,478+96.0% |
| Participation rate | 51.5% | 59.6%-8.1pp | 68.7%-17.2pp | 67.2%-15.7pp |
| Annual return | 10.94% | 82.14%-71.2pp | 133.83%-122.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $227 | $1,267-82.1% | $2,421-90.6% | $2,626-91.4% |
| Participant deferral / active EE | $6,128 | $3,052+100.8% | $4,417+38.7% | $4,350+40.9% |
| Admin fee / account holder | $26,442 | $3,028+773.1% | $8,292+218.9% | $1,946+1258.9% |