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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 | $102,746 | $77,416+32.7% | $69,464+47.9% | $152,897-32.8% |
| Participation rate | 22.2% | 78.1%-55.9pp | 74.6%-52.4pp | 82.5%-60.2pp |
| Annual return | 30.94% | 39.08%-8.1pp | 28.98%+2.0pp | 345.43%-314.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,667 | $4,413-39.6% | $3,536-24.6% | $5,851-54.4% |
| Admin fee / account holder | $1,242 | $6,208-80.0% | $3,840-67.7% | $11,599-89.3% |