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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 | $118,457 | $101,778+16.4% | $164,975-28.2% | $80,925+46.4% |
| Participation rate | 61.1% | 71.8%-10.7pp | 78.6%-17.5pp | 67.7%-6.5pp |
| Annual return | 14.08% | 16.73%-2.6pp | 70.12%-56.0pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,476 | $4,477-44.7% | $6,033-59.0% | $4,299-42.4% |
| Admin fee / account holder | $6,316 | $8,221-23.2% | $12,688-50.2% | $6,940-9.0% |