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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 | $92,061 | $75,058+22.7% | $152,301-39.6% | $64,340+43.1% |
| Participation rate | 26.2% | 60.9%-34.7pp | 82.4%-56.3pp | 55.2%-29.1pp |
| Annual return | 19.94% | 29.93%-10.0pp | 80.50%-60.6pp | 24.14%-4.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,942 | $5,041-41.6% | $8,004-63.2% | $2,980-1.3% |
| Admin fee / account holder | $5,687 | $4,050+40.4% | $14,398-60.5% | $3,703+53.6% |