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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 | $103,694 | $77,455+33.9% | $151,266-31.4% | $64,340+61.2% |
| Participation rate | 45.5% | 54.0%-8.5pp | 77.0%-31.5pp | 55.2%-9.7pp |
| Annual return | 14.91% | 16.64%-1.7pp | 180.60%-165.7pp | 24.14%-9.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $4,237-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,249 | $3,496+50.2% | $7,337-28.5% | $2,980+76.1% |
| Admin fee / account holder | $8,742 | $2,534+244.9% | $13,159-33.6% | $3,703+136.1% |