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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 | $100,598 | $88,137+14.1% | $164,975-39.0% | $74,429+35.2% |
| Participation rate | 62.5% | 73.1%-10.6pp | 78.6%-16.1pp | 67.2%-4.7pp |
| Annual return | 13.74% | 17.13%-3.4pp | 70.12%-56.4pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $384 | $2,597-85.2% | $4,343-91.2% | $2,625-85.4% |
| Participant deferral / active EE | $3,940 | $4,501-12.5% | $6,033-34.7% | $4,348-9.4% |
| Admin fee / account holder | $9,440 | $2,231+323.1% | $12,688-25.6% | $1,944+385.5% |