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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 | $127,965 | $76,407+67.5% | $150,298-14.9% | $82,448+55.2% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 17.84% | 39.99%-22.2pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,860 | $3,214+51.2% | $5,453-10.9% | $4,139+17.4% |
| Admin fee / account holder | $1,765 | $6,352-72.2% | $14,116-87.5% | $7,234-75.6% |