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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 | $109,586 | $47,944+128.6% | $67,834+61.6% | $62,881+74.3% |
| Participation rate | 21.1% | 61.1%-40.0pp | 68.8%-47.7pp | 69.3%-48.3pp |
| Annual return | 4.80% | 11.77%-7.0pp | 138.47%-133.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,327 | $2,247-40.9% | $3,160-58.0% | $3,203-58.6% |
| Admin fee / account holder | $2,730 | $3,712-26.5% | $4,622-40.9% | $4,296-36.5% |