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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 | $127,717 | $117,904+8.3% | $102,457+24.7% | $145,978-12.5% |
| Participation rate | 41.2% | 78.6%-37.4pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 12.68% | 31.80%-19.1pp | 29.41%-16.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,875 | $5,733-32.4% | $5,054-23.3% | $6,690-42.1% |
| Admin fee / account holder | $2,917 | $13,329-78.1% | $9,451-69.1% | $13,400-78.2% |