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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 | $115,324 | $86,050+34.0% | $189,758-39.2% | $94,015+22.7% |
| Participation rate | 46.2% | 68.9%-22.7pp | 79.8%-33.6pp | 70.8%-24.7pp |
| Annual return | 13.25% | 17.77%-4.5pp | 52.62%-39.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,848 | $3,349-44.8% | $5,856-68.4% | $4,249-56.5% |
| Admin fee / account holder | $18,628 | $6,627+181.1% | $20,388-8.6% | $8,951+108.1% |