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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 | $146,012 | $62,672+133.0% | $185,117-21.1% | $70,126+108.2% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 16.18% | 40.79%-24.6pp | 40.50%-24.3pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,981 | $3,272+113.4% | $5,045+38.4% | $3,332+109.5% |
| Admin fee / account holder | $1,570 | $3,932-60.1% | $8,159-80.8% | $4,645-66.2% |