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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 | $84,610 | $60,504+39.8% | $81,882+3.3% | $74,478+13.6% |
| Participation rate | 21.1% | 62.9%-41.8pp | 72.4%-51.3pp | 67.2%-46.1pp |
| Annual return | 12.73% | 16.91%-4.2pp | 779.47%-766.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $281 | $2,627-89.3% | $2,916-90.4% | $2,626-89.3% |
| Participant deferral / active EE | $1,013 | $3,400-70.2% | $4,323-76.6% | $4,350-76.7% |
| Admin fee / account holder | $3,172 | $1,492+112.6% | $7,360-56.9% | $1,946+63.0% |