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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 | $157,733 | $88,672+77.9% | $105,223+49.9% | $82,448+91.3% |
| Participation rate | 29.7% | 67.9%-38.2pp | 75.0%-45.4pp | 68.1%-38.4pp |
| Annual return | 16.86% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,971 | $4,036-51.2% | $5,072-61.1% | $4,139-52.4% |
| Admin fee / account holder | $13,233 | $7,146+85.2% | $8,859+49.4% | $7,234+82.9% |