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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 | $121,448 | $64,920+87.1% | $103,693+17.1% | $86,983+39.6% |
| Participation rate | 59.4% | 63.6%-4.2pp | 72.6%-13.3pp | 69.5%-10.2pp |
| Annual return | 18.55% | 30.29%-11.7pp | 47.61%-29.1pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,155 | $3,241-2.7% | $4,579-31.1% | $4,194-24.8% |
| Admin fee / account holder | $674 | $6,191-89.1% | $7,858-91.4% | $7,856-91.4% |