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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 | $122,410 | $124,425-1.6% | $112,040+9.3% | $137,256-10.8% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 14.85% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,094 | $5,718-45.9% | $5,098-39.3% | $6,407-51.7% |
| Admin fee / account holder | $8,497 | $15,207-44.1% | $12,098-29.8% | $12,270-30.7% |