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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 | $173,573 | $89,370+94.2% | $141,197+22.9% | $72,976+137.8% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 29.02% | 111.88%-82.9pp | 71.41%-42.4pp | 81.02%-52.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,777 | $5,419+98.9% | $6,710+60.6% | $3,608+198.7% |
| Admin fee / account holder | $2,937 | $5,957-50.7% | $10,265-71.4% | $5,124-42.7% |