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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 | $111,934 | $87,060+28.6% | $105,591+6.0% | $80,911+38.3% |
| Participation rate | 53.6% | 70.4%-16.9pp | 75.3%-21.7pp | 67.6%-14.1pp |
| Annual return | 11.72% | 17.05%-5.3pp | 116.43%-104.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,513 | $3,986-11.9% | $5,008-29.9% | $4,297-18.3% |
| Admin fee / account holder | $21,017 | $8,442+148.9% | $11,024+90.7% | $6,935+203.1% |