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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 | $126,322 | $52,353+141.3% | $120,225+5.1% | $82,448+53.2% |
| Participation rate | 51.5% | 58.3%-6.8pp | 69.6%-18.1pp | 68.1%-16.6pp |
| Annual return | 16.90% | 61.85%-44.9pp | 439.23%-422.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,627 | $2,627+114.2% | $3,999+40.7% | $4,139+35.9% |
| Admin fee / account holder | $2,488 | $4,363-43.0% | $5,696-56.3% | $7,234-65.6% |