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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 | $108,212 | $106,918+1.2% | $84,021+28.8% | $152,897-29.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 33.51% | 105.01%-71.5pp | 71.32%-37.8pp | 345.43%-311.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,000 | $4,012+74.5% | $3,239+116.1% | $5,851+19.6% |
| Admin fee / account holder | $4,553 | $8,288-45.1% | $6,102-25.4% | $11,599-60.8% |