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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 | $138,131 | $72,027+91.8% | $185,835-25.7% | $79,852+73.0% |
| Participation rate | 21.1% | 65.8%-44.7pp | 78.0%-57.0pp | 69.6%-48.6pp |
| Annual return | 13.05% | 23.13%-10.1pp | 35.96%-22.9pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,881 | $3,780-50.2% | $5,633-66.6% | $3,740-49.7% |
| Admin fee / account holder | $2,506 | $4,513-44.5% | $9,502-73.6% | $5,306-52.8% |