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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 | $92,103 | $71,230+29.3% | $93,727-1.7% | $80,959+13.8% |
| Participation rate | 41.0% | 60.4%-19.4pp | 68.7%-27.7pp | 67.7%-26.6pp |
| Annual return | 11.85% | 11.26%+0.6pp | 133.83%-122.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,146 | $4,037-46.8% | $4,417-51.4% | $4,300-50.1% |
| Admin fee / account holder | $4,157 | $6,961-40.3% | $8,292-49.9% | $6,925-40.0% |