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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 | $105,639 | $71,230+48.3% | $93,727+12.7% | $80,959+30.5% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.7%-20.6pp |
| Annual return | 15.51% | 11.26%+4.3pp | 133.83%-118.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,277 | $4,037-43.6% | $4,417-48.5% | $4,300-47.1% |
| Admin fee / account holder | $3,507 | $6,961-49.6% | $8,292-57.7% | $6,925-49.4% |