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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 | $146,014 | $80,705+80.9% | $115,768+26.1% | $67,986+114.8% |
| Participation rate | 33.3% | 63.0%-29.6pp | 74.4%-41.1pp | 57.2%-23.9pp |
| Annual return | 12.85% | 18.49%-5.6pp | 100.46%-87.6pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,823 | $3,559-48.8% | $4,917-62.9% | $3,358-45.7% |
| Admin fee / account holder | $8,257 | $4,135+99.7% | $12,439-33.6% | $3,203+157.8% |