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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 | $149,923 | $95,453+57.1% | $112,040+33.8% | $82,448+81.8% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.5%-15.1pp | 68.1%-6.7pp |
| Annual return | 13.57% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $8 | $2,318-99.6% | $2,954-99.7% | $2,551-99.7% |
| Participant deferral / active EE | $3,303 | $4,224-21.8% | $5,098-35.2% | $4,139-20.2% |
| Admin fee / account holder | $4,311 | $9,013-52.2% | $12,098-64.4% | $7,234-40.4% |