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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 | $97,760 | $76,407+27.9% | $150,298-35.0% | $82,448+18.6% |
| Participation rate | 69.1% | 66.4%+2.7pp | 77.8%-8.7pp | 68.1%+1.0pp |
| Annual return | 21.03% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,622 | $3,214+106.0% | $5,453+21.4% | $4,139+60.0% |
| Admin fee / account holder | $3,067 | $6,352-51.7% | $14,116-78.3% | $7,234-57.6% |