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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 | $89,560 | $70,475+27.1% | $100,530-10.9% | $79,858+12.1% |
| Participation rate | 62.9% | 73.7%-10.7pp | 79.4%-16.5pp | 69.6%-6.7pp |
| Annual return | 19.43% | 21.90%-2.5pp | 30.89%-11.5pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,884 | $5,181+71.5% | $6,271+41.7% | $3,740+137.5% |
| Admin fee / account holder | $11,340 | $4,478+153.2% | $8,083+40.3% | $5,306+113.7% |