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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 | $120,587 | $106,864+12.8% | $147,318-18.1% | $82,637+45.9% |
| Participation rate | 32.3% | 75.5%-43.2pp | 82.1%-49.8pp | 68.1%-35.8pp |
| Annual return | 52.07% | 27.49%+24.6pp | 70.43%-18.4pp | 53.51%-1.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,944 | $6,496-39.3% | $7,906-50.1% | $4,126-4.4% |
| Admin fee / account holder | $12,175 | $8,415+44.7% | $13,708-11.2% | $7,339+65.9% |