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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 | $132,585 | $123,155+7.7% | $108,753+21.9% | $155,188-14.6% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 8.15% | 44.73%-36.6pp | 37.47%-29.3pp | 148.84%-140.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,852 | $4,623-16.7% | $4,115-6.4% | $6,531-41.0% |
| Admin fee / account holder | $49,788 | $12,126+310.6% | $10,320+382.5% | $14,480+243.8% |