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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 | $110,096 | $48,364+127.6% | $71,796+53.3% | $62,881+75.1% |
| Participation rate | 40.0% | 60.6%-20.6pp | 69.1%-29.1pp | 69.3%-29.3pp |
| Annual return | 8.70% | 13.16%-4.5pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,591 | $2,091+23.9% | $2,794-7.3% | $3,203-19.1% |
| Admin fee / account holder | $3,559 | $3,771-5.6% | $4,815-26.1% | $4,296-17.1% |