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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 | $100,631 | $73,978+36.0% | $96,515+4.3% | $75,173+33.9% |
| Participation rate | 47.7% | 66.4%-18.7pp | 74.3%-26.6pp | 67.2%-19.5pp |
| Annual return | 15.35% | 26.72%-11.4pp | 35.73%-20.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,798 | $3,660-50.9% | $4,880-63.2% | $4,126-56.4% |
| Admin fee / account holder | $1,697 | $5,219-67.5% | $6,735-74.8% | $5,651-70.0% |