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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 | $108,932 | $89,370+21.9% | $141,197-22.9% | $72,976+49.3% |
| Participation rate | 40.4% | 75.1%-34.7pp | 82.5%-42.1pp | 69.5%-29.1pp |
| Annual return | 23.64% | 111.88%-88.2pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,652 | $5,419+4.3% | $6,710-15.8% | $3,608+56.7% |
| Admin fee / account holder | $968 | $5,957-83.8% | $10,265-90.6% | $5,124-81.1% |