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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 | $170,840 | $77,962+119.1% | $178,540-4.3% | $80,935+111.1% |
| Participation rate | 45.5% | 65.7%-20.2pp | 77.1%-31.7pp | 67.7%-22.2pp |
| Annual return | 16.17% | 18.10%-1.9pp | 27.15%-11.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,206 | $4,404-27.2% | $6,281-49.0% | $4,299-25.4% |
| Admin fee / account holder | $8,186 | $7,156+14.4% | $10,424-21.5% | $6,924+18.2% |