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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 | $94,394 | $88,672+6.5% | $105,223-10.3% | $82,448+14.5% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.0pp |
| Annual return | 23.08% | 30.86%-7.8pp | 180.65%-157.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,350 | $4,036+106.9% | $5,072+64.6% | $4,139+101.7% |
| Admin fee / account holder | $2,531 | $7,146-64.6% | $8,859-71.4% | $7,234-65.0% |