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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 | $114,255 | $76,371+49.6% | $93,621+22.0% | $72,976+56.6% |
| Participation rate | 67.9% | 71.8%-3.9pp | 75.8%-8.0pp | 69.5%-1.6pp |
| Annual return | 22.58% | 25.82%-3.2pp | 32.76%-10.2pp | 81.02%-58.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,986 | $3,538-15.6% | $4,070-26.6% | $3,608-17.2% |
| Admin fee / account holder | $1,097 | $6,839-84.0% | $7,890-86.1% | $5,124-78.6% |