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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 | $112,238 | $91,120+23.2% | $161,149-30.4% | $64,097+75.1% |
| Participation rate | 43.6% | 62.2%-18.6pp | 78.8%-35.2pp | 55.2%-11.6pp |
| Annual return | 15.92% | 17.95%-2.0pp | 21.16%-5.2pp | 34.64%-18.7pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,244 | $3,708-39.5% | $6,153-63.5% | $3,080-27.1% |
| Admin fee / account holder | $2,453 | $4,535-45.9% | $15,194-83.9% | $3,454-29.0% |