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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 | $90,117 | $55,453+62.5% | $170,435-47.1% | $62,293+44.7% |
| Participation rate | 19.5% | 66.4%-46.9pp | 83.6%-64.1pp | 69.5%-50.0pp |
| Annual return | 20.35% | 21.38%-1.0pp | 205.94%-185.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,354 | $2,303-41.2% | $4,939-72.6% | $3,169-57.3% |
| Admin fee / account holder | $5,678 | $455+1147.8% | $13,881-59.1% | $479+1084.6% |