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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 | $101,122 | $70,684+43.1% | $169,390-40.3% | $75,173+34.5% |
| Participation rate | 37.1% | 64.8%-27.7pp | 77.2%-40.0pp | 67.2%-30.1pp |
| Annual return | 23.64% | 36.38%-12.7pp | 406.07%-382.4pp | 160.72%-137.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,990 | $4,310-30.6% | $6,222-51.9% | $4,126-27.5% |
| Admin fee / account holder | $1,276 | $5,404-76.4% | $9,015-85.8% | $5,651-77.4% |