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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 | $130,011 | $102,422+26.9% | $147,117-11.6% | $80,959+60.6% |
| Participation rate | 69.9% | 75.9%-6.0pp | 82.2%-12.3pp | 67.7%+2.2pp |
| Annual return | 20.23% | 135.16%-114.9pp | 420.54%-400.3pp | 35.67%-15.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,239 | $6,652+84.0% | $8,065+51.8% | $4,300+184.6% |
| Admin fee / account holder | $4,482 | $7,953-43.7% | $12,993-65.5% | $6,925-35.3% |