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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 | $117,866 | $57,073+106.5% | $85,126+38.5% | $80,925+45.6% |
| Participation rate | 43.1% | 56.4%-13.3pp | 67.5%-24.5pp | 67.7%-24.6pp |
| Annual return | 13.27% | 21.69%-8.4pp | 66.63%-53.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,319 | $3,113+38.7% | $4,523-4.5% | $4,299+0.5% |
| Admin fee / account holder | $1,535 | $4,988-69.2% | $6,160-75.1% | $6,940-77.9% |