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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 | $142,316 | $57,590+147.1% | $86,233+65.0% | $82,448+72.6% |
| Participation rate | 56.3% | 57.9%-1.5pp | 69.0%-12.7pp | 68.1%-11.7pp |
| Annual return | 15.13% | 22.41%-7.3pp | 61.39%-46.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,814 | $3,080-8.6% | $4,559-38.3% | $4,139-32.0% |
| Admin fee / account holder | $23,435 | $4,730+395.4% | $8,342+180.9% | $7,234+223.9% |