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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 | $116,614 | $112,729+3.4% | $98,716+18.1% | $137,256-15.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.15% | 38.48%-22.3pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,333 | $4,640+295.1% | $4,048+352.9% | $6,407+186.2% |
| Admin fee / account holder | $1,575 | $10,129-84.5% | $8,703-81.9% | $12,270-87.2% |