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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 | $161,999 | $88,672+82.7% | $105,223+54.0% | $82,448+96.5% |
| Participation rate | 62.2% | 67.9%-5.8pp | 75.0%-12.9pp | 68.1%-5.9pp |
| Annual return | 17.89% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,292 | $4,036+6.3% | $5,072-15.4% | $4,139+3.7% |
| Admin fee / account holder | $463 | $7,146-93.5% | $8,859-94.8% | $7,234-93.6% |