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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 | $150,794 | $66,275+127.5% | $163,379-7.7% | $64,097+135.3% |
| Participation rate | 43.1% | 54.1%-11.0pp | 76.8%-33.8pp | 55.2%-12.1pp |
| Annual return | 14.80% | 32.72%-17.9pp | 63.41%-48.6pp | 34.64%-19.8pp |
| Employer contribution / active EE | $0 | $1,521-100.0% | $3,752-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,583 | $3,126+14.6% | $6,282-43.0% | $3,080+16.3% |
| Admin fee / account holder | $8,918 | $4,569+95.2% | $9,818-9.2% | $3,454+158.2% |