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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 | $128,366 | $124,346+3.2% | $111,308+15.3% | $167,536-23.4% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 12.66% | 37.45%-24.8pp | 54.67%-42.0pp | 478.82%-466.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,867 | $5,182-64.0% | $4,487-58.4% | $6,342-70.6% |
| Admin fee / account holder | $11,140 | $10,621+4.9% | $7,965+39.9% | $12,315-9.5% |