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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 | $138,151 | $61,125+126.0% | $94,057+46.9% | $87,485+57.9% |
| Participation rate | 55.8% | 64.1%-8.3pp | 73.3%-17.5pp | 68.9%-13.1pp |
| Annual return | 15.11% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,666 | $3,260-48.9% | $4,709-64.6% | $4,274-61.0% |
| Admin fee / account holder | $4,070 | $5,629-27.7% | $7,244-43.8% | $7,775-47.7% |