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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 | $62,090 | $102,422-39.4% | $147,117-57.8% | $80,959-23.3% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.3pp |
| Annual return | 174.60% | 135.16%+39.4pp | 420.54%-245.9pp | 35.67%+138.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,596 | $6,652-0.8% | $8,065-18.2% | $4,300+53.4% |
| Admin fee / account holder | $1,456 | $7,953-81.7% | $12,993-88.8% | $6,925-79.0% |