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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 | $131,494 | $106,524+23.4% | $152,301-13.7% | $87,485+50.3% |
| Participation rate | 17.5% | 75.8%-58.3pp | 82.4%-64.9pp | 68.9%-51.4pp |
| Annual return | 14.11% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,500 | $6,525-46.4% | $8,004-56.3% | $4,274-18.1% |
| Admin fee / account holder | $19,491 | $8,287+135.2% | $14,398+35.4% | $7,775+150.7% |