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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 | $181,241 | $57,057+217.7% | $85,009+113.2% | $80,874+124.1% |
| Participation rate | 55.0% | 56.4%-1.4pp | 67.5%-12.5pp | 67.6%-12.6pp |
| Annual return | 21.88% | 21.66%+0.2pp | 66.47%-44.6pp | 35.62%-13.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,064 | $3,112+159.1% | $4,522+78.3% | $4,297+87.7% |
| Admin fee / account holder | $13,613 | $4,986+173.0% | $6,153+121.3% | $6,935+96.3% |