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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 | $150,608 | $70,684+113.1% | $169,397-11.1% | $75,177+100.3% |
| Participation rate | 47.8% | 64.8%-17.0pp | 77.2%-29.4pp | 67.2%-19.4pp |
| Annual return | 28.15% | 36.38%-8.2pp | 406.23%-378.1pp | 160.75%-132.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,003 | $4,310+16.1% | $6,223-19.6% | $4,126+21.3% |
| Admin fee / account holder | $3,359 | $5,404-37.8% | $9,017-62.7% | $5,651-40.6% |