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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 | $203,971 | $74,535+173.7% | $100,712+102.5% | $82,637+146.8% |
| Participation rate | 34.6% | 61.2%-26.6pp | 69.3%-34.7pp | 68.1%-33.4pp |
| Annual return | 15.59% | 18.92%-3.3pp | 33.27%-17.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,750 | $3,074-10.5% | $4,085-32.7% | $4,126-33.3% |
| Admin fee / account holder | $31,791 | $6,576+383.5% | $9,256+243.5% | $7,339+333.2% |