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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 | $141,737 | $124,336+14.0% | $111,303+27.3% | $167,518-15.4% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 11.11% | 37.45%-26.3pp | 54.66%-43.6pp | 478.71%-467.6pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,993 | $5,181-61.5% | $4,487-55.6% | $6,342-68.6% |
| Admin fee / account holder | $3,600 | $10,623-66.1% | $7,966-54.8% | $12,312-70.8% |