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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 | $101,551 | $65,034+56.2% | $90,970+11.6% | $79,856+27.2% |
| Participation rate | 29.9% | 61.6%-31.7pp | 69.0%-39.1pp | 69.6%-39.8pp |
| Annual return | 17.61% | 30.45%-12.8pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,240 | $2,512-50.6% | $3,373-63.2% | $3,741-66.9% |
| Admin fee / account holder | $6,077 | $4,536+34.0% | $5,961+1.9% | $5,306+14.5% |