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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 | $167,306 | $101,778+64.4% | $164,975+1.4% | $80,925+106.7% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.7%-6.1pp |
| Annual return | 10.61% | 16.73%-6.1pp | 70.12%-59.5pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,282 | $4,477-49.0% | $6,033-62.2% | $4,299-46.9% |
| Admin fee / account holder | $28,632 | $8,221+248.3% | $12,688+125.7% | $6,940+312.6% |