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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 | $155,877 | $46,599+234.5% | $64,101+143.2% | $75,173+107.4% |
| Participation rate | 40.7% | 65.9%-25.2pp | 72.3%-31.6pp | 67.2%-26.5pp |
| Annual return | 19.80% | 26.06%-6.3pp | 33.72%-13.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,903 | $2,837-32.9% | $3,881-51.0% | $4,126-53.9% |
| Admin fee / account holder | $14,334 | $2,956+384.9% | $3,070+366.9% | $5,651+153.7% |