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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 | $135,382 | $95,404+41.9% | $113,397+19.4% | $82,637+63.8% |
| Participation rate | 63.4% | 72.8%-9.4pp | 76.5%-13.1pp | 68.1%-4.6pp |
| Annual return | 20.79% | 19.08%+1.7pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,385 | $4,220+146.1% | $5,076+104.6% | $4,126+151.7% |
| Admin fee / account holder | $4,158 | $9,168-54.6% | $11,957-65.2% | $7,339-43.3% |