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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 | $102,369 | $95,404+7.3% | $113,397-9.7% | $82,637+23.9% |
| Participation rate | 26.9% | 72.8%-45.9pp | 76.5%-49.6pp | 68.1%-41.1pp |
| Annual return | 16.65% | 19.08%-2.4pp | 23.20%-6.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,029 | $4,220-51.9% | $5,076-60.0% | $4,126-50.8% |
| Admin fee / account holder | $4,133 | $9,168-54.9% | $11,957-65.4% | $7,339-43.7% |