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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 | $60,393+40.1% | $81,820+3.4% | $74,429+13.7% |
| Participation rate | 21.1% | 62.9%-41.8pp | 72.4%-51.3pp | 67.2%-46.1pp |
| Annual return | 12.73% | 16.89%-4.2pp | 777.93%-765.2pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $281 | $2,626-89.3% | $2,915-90.4% | $2,625-89.3% |
| Participant deferral / active EE | $1,013 | $3,397-70.2% | $4,323-76.6% | $4,348-76.7% |
| Admin fee / account holder | $3,172 | $1,491+112.8% | $7,391-57.1% | $1,944+63.1% |