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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 | $147,634 | $81,504+81.1% | $102,437+44.1% | $80,959+82.4% |
| Participation rate | 65.6% | 66.9%-1.3pp | 74.5%-8.9pp | 67.7%-2.1pp |
| Annual return | 11.66% | 25.60%-13.9pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,033 | $3,871+55.9% | $5,060+19.2% | $4,300+40.3% |
| Admin fee / account holder | $5,702 | $6,719-15.1% | $8,388-32.0% | $6,925-17.7% |