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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 | $150,400 | $69,515+116.4% | $86,868+73.1% | $85,856+75.2% |
| Participation rate | 37.8% | 66.3%-28.5pp | 71.6%-33.9pp | 69.3%-31.5pp |
| Annual return | 11.18% | 20.12%-8.9pp | 63.53%-52.3pp | 318.58%-307.4pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,506 | $2,919-48.4% | $3,699-59.3% | $3,952-61.9% |
| Admin fee / account holder | $36,469 | $5,972+510.7% | $5,829+525.7% | $6,261+482.5% |