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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 | $227,347 | $105,200+116.1% | $159,474+42.6% | $85,847+164.8% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.8%-29.1pp | 69.3%-15.6pp |
| Annual return | 16.69% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,238 | $5,946+4.9% | $7,353-15.2% | $3,952+57.8% |
| Admin fee / account holder | $15,103 | $6,934+117.8% | $10,802+39.8% | $6,261+141.2% |