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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 | $136,421 | $73,787+84.9% | $98,716+38.2% | $82,448+65.5% |
| Participation rate | 51.2% | 61.4%-10.2pp | 69.3%-18.1pp | 68.1%-16.9pp |
| Annual return | 14.63% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,333 | $3,081+8.2% | $4,048-17.7% | $4,139-19.5% |
| Admin fee / account holder | $2,305 | $6,500-64.5% | $8,703-73.5% | $7,234-68.1% |