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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 | $111,651 | $77,574+43.9% | $108,753+2.7% | $86,983+28.4% |
| Participation rate | 53.6% | 62.3%-8.7pp | 71.1%-17.5pp | 69.5%-16.0pp |
| Annual return | 148.50% | 18.42%+130.1pp | 37.47%+111.0pp | 25.83%+122.7pp |
| Employer contribution / active EE | $260 | $1,611-83.9% | $2,427-89.3% | $2,584-89.9% |
| Participant deferral / active EE | $2,768 | $3,128-11.5% | $4,115-32.7% | $4,194-34.0% |
| Admin fee / account holder | $22,923 | $6,529+251.1% | $10,320+122.1% | $7,856+191.8% |