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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 | $108,774 | $71,197+52.8% | $93,669+16.1% | $80,925+34.4% |
| Participation rate | 20.6% | 60.4%-39.8pp | 68.7%-48.1pp | 67.7%-47.1pp |
| Annual return | 14.21% | 11.27%+2.9pp | 133.59%-119.4pp | 35.65%-21.4pp |
| Employer contribution / active EE | -$1 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,432 | $4,036-64.5% | $4,416-67.6% | $4,299-66.7% |
| Admin fee / account holder | $17,357 | $6,959+149.4% | $8,291+109.3% | $6,940+150.1% |