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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 | $86,030 | $73,787+16.6% | $98,716-12.9% | $82,448+4.3% |
| Participation rate | 48.1% | 61.4%-13.3pp | 69.3%-21.1pp | 68.1%-19.9pp |
| Annual return | 15.17% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1 | $1,511-99.9% | $2,279-99.9% | $2,551-100.0% |
| Participant deferral / active EE | $3,596 | $3,081+16.7% | $4,048-11.2% | $4,139-13.1% |
| Admin fee / account holder | $2,175 | $6,500-66.5% | $8,703-75.0% | $7,234-69.9% |