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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 | $123,441 | $72,492+70.3% | $87,104+41.7% | $72,975+69.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 23.32% | 24.46%-1.1pp | 28.19%-4.9pp | 81.01%-57.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,942 | $3,270+295.8% | $4,048+219.7% | $3,608+258.7% |
| Admin fee / account holder | $15,258 | $5,055+201.8% | $7,491+103.7% | $5,124+197.8% |