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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 | $111,340 | $85,206+30.7% | $172,745-35.5% | $72,986+52.5% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 21.06% | 27.32%-6.3pp | 802.90%-781.8pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,194 | $3,260-32.7% | $5,197-57.8% | $3,607-39.2% |
| Admin fee / account holder | $7,197 | $5,883+22.3% | $13,954-48.4% | $5,124+40.4% |