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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 | $163,255 | $99,345+64.3% | $84,753+92.6% | $273,972-40.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 11.75% | 22.93%-11.2pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,952 | $4,270+109.7% | $3,712+141.2% | $5,287+69.3% |
| Admin fee / account holder | $3,000 | $6,645-54.9% | $5,333-43.7% | $10,133-70.4% |