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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 | $103,994 | $48,053+116.4% | $84,628+22.9% | $72,975+42.5% |
| Participation rate | 48.8% | 57.6%-8.8pp | 68.2%-19.5pp | 69.5%-20.7pp |
| Annual return | 26.21% | 37.39%-11.2pp | 258.80%-232.6pp | 81.01%-54.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,127 | $2,681-20.6% | $3,900-45.5% | $3,608-41.0% |
| Admin fee / account holder | $2,347 | $3,395-30.9% | $4,914-52.2% | $5,124-54.2% |