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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 | $126,263 | $107,363+17.6% | $92,909+35.9% | $152,897-17.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 24.07% | 145.63%-121.6pp | 109.44%-85.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,487 | $4,848-48.7% | $4,238-41.3% | $5,851-57.5% |
| Admin fee / account holder | $17,709 | $7,082+150.1% | $5,795+205.6% | $11,599+52.7% |