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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 | $147,948 | $89,259+65.8% | $107,187+38.0% | $82,637+79.0% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 20.18% | 21.02%-0.8pp | 204.55%-184.4pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,320 | $4,037-17.8% | $5,096-34.9% | $4,126-19.5% |
| Admin fee / account holder | $1,514 | $7,381-79.5% | $9,162-83.5% | $7,339-79.4% |