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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 | $173,239 | $74,535+132.4% | $100,712+72.0% | $82,637+109.6% |
| Participation rate | 41.2% | 61.2%-20.0pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 15.28% | 18.92%-3.6pp | 33.27%-18.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,395 | $3,074-22.1% | $4,085-41.4% | $4,126-42.0% |
| Admin fee / account holder | $12,243 | $6,576+86.2% | $9,256+32.3% | $7,339+66.8% |