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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 | $108,654 | $63,949+69.9% | $129,031-15.8% | $94,015+15.6% |
| Participation rate | 22.7% | 63.4%-40.7pp | 73.4%-50.6pp | 70.8%-48.1pp |
| Annual return | 16.40% | 17.56%-1.2pp | 34.67%-18.3pp | 17.84%-1.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,290 | $3,686+16.4% | $5,217-17.8% | $4,249+1.0% |
| Admin fee / account holder | $12,591 | $5,523+128.0% | $13,208-4.7% | $8,951+40.7% |