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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 | $153,063 | $71,230+114.9% | $93,727+63.3% | $80,959+89.1% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.7%-8.1pp |
| Annual return | 18.36% | 11.26%+7.1pp | 133.83%-115.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,006 | $4,037+123.1% | $4,417+103.9% | $4,300+109.4% |
| Admin fee / account holder | $5,334 | $6,961-23.4% | $8,292-35.7% | $6,925-23.0% |