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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 | $105,273 | $67,602+55.7% | $82,312+27.9% | $70,126+50.1% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 18.49% | 21.57%-3.1pp | 25.88%-7.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,202 | $2,987+208.1% | $3,706+148.3% | $3,332+176.2% |
| Admin fee / account holder | $475 | $4,512-89.5% | $5,608-91.5% | $4,645-89.8% |