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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 | $165,919 | $138,366+19.9% | $184,185-9.9% | $80,911+105.1% |
| Participation rate | 63.3% | 83.9%-20.5pp | 86.8%-23.5pp | 67.6%-4.3pp |
| Annual return | 16.03% | 20.02%-4.0pp | 28.81%-12.8pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,474 | $4,849-69.6% | $6,426-77.1% | $2,756-46.5% |
| Participant deferral / active EE | $4,638 | $7,074-34.4% | $9,132-49.2% | $4,297+7.9% |
| Admin fee / account holder | $34,321 | $10,484+227.4% | $13,909+146.8% | $6,935+394.9% |