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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 | $101,012 | $74,535+35.5% | $100,712+0.3% | $82,637+22.2% |
| Participation rate | 44.4% | 61.2%-16.7pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 17.48% | 18.92%-1.4pp | 33.27%-15.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,903 | $3,074-5.6% | $4,085-28.9% | $4,126-29.6% |
| Admin fee / account holder | $848 | $6,576-87.1% | $9,256-90.8% | $7,339-88.4% |