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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 | $131,561 | $78,428+67.7% | $95,960+37.1% | $79,852+64.8% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 10.15% | 19.37%-9.2pp | 91.63%-81.5pp | 31.72%-21.6pp |
| Employer contribution / active EE | $6 | $1,945-99.7% | $2,541-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $4,231 | $3,440+23.0% | $4,167+1.6% | $3,740+13.1% |
| Admin fee / account holder | $12,753 | $5,622+126.8% | $6,797+87.6% | $5,306+140.3% |