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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 | $167,516 | $95,453+75.5% | $112,040+49.5% | $82,448+103.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 21.50% | 23.92%-2.4pp | 24.52%-3.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,083 | $4,224+115.0% | $5,098+78.2% | $4,139+119.4% |
| Admin fee / account holder | $15,366 | $9,013+70.5% | $12,098+27.0% | $7,234+112.4% |