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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 | $228,532 | $74,535+206.6% | $100,712+126.9% | $82,637+176.5% |
| Participation rate | 59.5% | 61.2%-1.7pp | 69.3%-9.8pp | 68.1%-8.6pp |
| Annual return | 16.47% | 18.92%-2.5pp | 33.27%-16.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,437 | $3,074+44.3% | $4,085+8.6% | $4,126+7.5% |
| Admin fee / account holder | $3,311 | $6,576-49.6% | $9,256-64.2% | $7,339-54.9% |