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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 | $150,942 | $72,027+109.6% | $185,861-18.8% | $79,856+89.0% |
| Participation rate | 41.9% | 65.8%-23.9pp | 78.0%-36.2pp | 69.6%-27.8pp |
| Annual return | 26.39% | 23.13%+3.3pp | 35.96%-9.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,322 | $3,780-12.1% | $5,634-41.0% | $3,741-11.2% |
| Admin fee / account holder | $586 | $4,513-87.0% | $9,503-93.8% | $5,306-89.0% |