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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 | $131,640 | $105,200+25.1% | $159,474-17.5% | $85,847+53.3% |
| Participation rate | 26.9% | 75.8%-48.9pp | 82.8%-55.9pp | 69.3%-42.4pp |
| Annual return | 16.53% | 45.08%-28.5pp | 263.68%-247.1pp | 318.61%-302.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,286 | $5,946-11.1% | $7,353-28.1% | $3,952+33.8% |
| Admin fee / account holder | $4,354 | $6,934-37.2% | $10,802-59.7% | $6,261-30.5% |