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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 | $100,818 | $89,259+12.9% | $107,187-5.9% | $82,637+22.0% |
| Participation rate | 34.0% | 67.9%-34.0pp | 75.0%-41.1pp | 68.1%-34.1pp |
| Annual return | 13.70% | 21.02%-7.3pp | 204.55%-190.9pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,014 | $4,037-50.1% | $5,096-60.5% | $4,126-51.2% |
| Admin fee / account holder | $34,139 | $7,381+362.5% | $9,162+272.6% | $7,339+365.2% |