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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 | $101,385 | $65,364+55.1% | $92,909+9.1% | $72,975+38.9% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.0%-40.1pp | 69.5%-33.6pp |
| Annual return | 17.16% | 42.11%-25.0pp | 109.44%-92.3pp | 81.01%-63.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,889 | $3,128-39.6% | $4,238-55.4% | $3,608-47.6% |
| Admin fee / account holder | $4,071 | $4,251-4.2% | $5,795-29.7% | $5,124-20.5% |