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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 | $106,713 | $102,938+3.7% | $94,105+13.4% | $138,895-23.2% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 12.02% | 250.28%-238.3pp | 204.55%-192.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,600 | $4,196-38.0% | $3,881-33.0% | $6,396-59.4% |
| Admin fee / account holder | $23,256 | $6,600+252.4% | $6,199+275.1% | $12,562+85.1% |