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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 | $127,132 | $89,370+42.3% | $141,197-10.0% | $72,976+74.2% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 40.76% | 111.88%-71.1pp | 71.41%-30.6pp | 81.02%-40.3pp |
| Employer contribution / active EE | $3 | $3,115-99.9% | $4,736-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $10,703 | $5,419+97.5% | $6,710+59.5% | $3,608+196.7% |
| Admin fee / account holder | $20,483 | $5,957+243.9% | $10,265+99.5% | $5,124+299.7% |