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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 | $187,637 | $74,535+151.7% | $100,712+86.3% | $82,637+127.1% |
| Participation rate | 55.9% | 61.2%-5.3pp | 69.3%-13.4pp | 68.1%-12.2pp |
| Annual return | 16.36% | 18.92%-2.6pp | 33.27%-16.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,705 | $3,074+20.5% | $4,085-9.3% | $4,126-10.2% |
| Admin fee / account holder | $24,579 | $6,576+273.8% | $9,256+165.5% | $7,339+234.9% |