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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 | $177,454 | $101,778+74.4% | $164,975+7.6% | $80,925+119.3% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.7%-42.7pp |
| Annual return | 11.07% | 16.73%-5.7pp | 70.12%-59.0pp | 35.65%-24.6pp |
| Employer contribution / active EE | $780 | $2,954-73.6% | $4,343-82.0% | $2,756-71.7% |
| Participant deferral / active EE | $2,814 | $4,477-37.1% | $6,033-53.4% | $4,299-34.5% |
| Admin fee / account holder | $48,094 | $8,221+485.0% | $12,688+279.0% | $6,940+593.0% |