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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 | $112,561 | $65,367+72.2% | $92,915+21.1% | $72,976+54.2% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 21.00% | 42.11%-21.1pp | 109.45%-88.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,127 | $3,128-32.0% | $4,238-49.8% | $3,608-41.0% |
| Admin fee / account holder | $4,387 | $4,251+3.2% | $5,796-24.3% | $5,124-14.4% |