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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 | $134,739 | $102,595+31.3% | $94,057+43.3% | $154,746-12.9% |
| Participation rate | 69.6% | 76.0%-6.4pp | 73.3%-3.8pp | 80.7%-11.1pp |
| Annual return | 14.34% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,118 | $5,118+39.1% | $4,709+51.1% | $6,730+5.8% |
| Admin fee / account holder | $6,252 | $7,736-19.2% | $7,244-13.7% | $14,365-56.5% |