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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 | $144,716 | $76,367+89.5% | $93,614+54.6% | $72,983+98.3% |
| Participation rate | 46.0% | 71.7%-25.7pp | 75.8%-29.8pp | 69.5%-23.5pp |
| Annual return | 22.15% | 25.82%-3.7pp | 32.76%-10.6pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,125 | $3,538-39.9% | $4,069-47.8% | $3,608-41.1% |
| Admin fee / account holder | $14,468 | $6,838+111.6% | $7,889+83.4% | $5,124+182.4% |