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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 | $109,364 | $95,453+14.6% | $112,040-2.4% | $82,448+32.6% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.5%-12.6pp | 68.1%-4.2pp |
| Annual return | 15.25% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,131 | $4,224+45.1% | $5,098+20.3% | $4,139+48.1% |
| Admin fee / account holder | $3,070 | $9,013-65.9% | $12,098-74.6% | $7,234-57.6% |