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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 | $102,156 | $95,415+7.1% | $185,851-45.0% | $85,851+19.0% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 13.92% | 23.59%-9.7pp | 122.11%-108.2pp | 318.63%-304.7pp |
| Employer contribution / active EE | $141 | $3,314-95.7% | $5,168-97.3% | $2,565-94.5% |
| Participant deferral / active EE | $4,633 | $3,424+35.3% | $5,569-16.8% | $3,952+17.2% |
| Admin fee / account holder | $2,983 | $7,215-58.6% | $16,245-81.6% | $6,261-52.3% |