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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 | $179,782 | $84,953+111.6% | $163,379+10.0% | $82,637+117.6% |
| Participation rate | 62.5% | 65.9%-3.4pp | 76.8%-14.3pp | 68.1%-5.6pp |
| Annual return | 18.23% | 23.07%-4.8pp | 63.41%-45.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,684 | $4,326+147.0% | $6,282+70.1% | $4,126+158.9% |
| Admin fee / account holder | $637 | $7,921-92.0% | $9,818-93.5% | $7,339-91.3% |