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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 | $177,030 | $95,404+85.6% | $113,397+56.1% | $82,637+114.2% |
| Participation rate | 43.8% | 72.8%-29.0pp | 76.5%-32.7pp | 68.1%-24.2pp |
| Annual return | 15.22% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,883 | $4,220+15.7% | $5,076-3.8% | $4,126+18.4% |
| Admin fee / account holder | $2,943 | $9,168-67.9% | $11,957-75.4% | $7,339-59.9% |