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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 | $117,006 | $75,541+54.9% | $152,093-23.1% | $82,637+41.6% |
| Participation rate | 26.5% | 66.5%-40.0pp | 77.8%-51.2pp | 68.1%-41.5pp |
| Annual return | 14.22% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,463 | $3,206-54.4% | $5,451-73.2% | $4,126-64.5% |
| Admin fee / account holder | $25,398 | $6,405+296.6% | $14,497+75.2% | $7,339+246.1% |