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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 | $131,416 | $88,672+48.2% | $105,223+24.9% | $82,448+59.4% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.7pp | 68.1%+1.3pp |
| Annual return | 17.18% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,092 | $4,036+50.9% | $5,072+20.1% | $4,139+47.2% |
| Admin fee / account holder | $3,572 | $7,146-50.0% | $8,859-59.7% | $7,234-50.6% |