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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 | $136,196 | $88,672+53.6% | $105,223+29.4% | $82,448+65.2% |
| Participation rate | 35.3% | 67.9%-32.6pp | 75.0%-39.8pp | 68.1%-32.8pp |
| Annual return | 23.31% | 30.86%-7.5pp | 180.65%-157.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,044 | $4,036-49.3% | $5,072-59.7% | $4,139-50.6% |
| Admin fee / account holder | $5,457 | $7,146-23.6% | $8,859-38.4% | $7,234-24.6% |