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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 | $99,208 | $62,672+58.3% | $185,117-46.4% | $70,126+41.5% |
| Participation rate | 48.6% | 63.8%-15.2pp | 77.3%-28.7pp | 69.5%-21.0pp |
| Annual return | 18.40% | 40.79%-22.4pp | 40.50%-22.1pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,513 | $3,272-23.2% | $5,045-50.2% | $3,332-24.6% |
| Admin fee / account holder | $13,228 | $3,932+236.5% | $8,159+62.1% | $4,645+184.8% |