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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 | $111,874 | $89,370+25.2% | $141,197-20.8% | $72,976+53.3% |
| Participation rate | 51.1% | 75.1%-24.0pp | 82.5%-31.4pp | 69.5%-18.4pp |
| Annual return | 27.36% | 111.88%-84.5pp | 71.41%-44.0pp | 81.02%-53.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,812 | $5,419+25.7% | $6,710+1.5% | $3,608+88.8% |
| Admin fee / account holder | $11,649 | $5,957+95.6% | $10,265+13.5% | $5,124+127.3% |