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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 | $183,259 | $73,787+148.4% | $98,716+85.6% | $82,448+122.3% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.3%-16.0pp | 68.1%-14.7pp |
| Annual return | 16.19% | 18.57%-2.4pp | 31.81%-15.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,609 | $3,081+146.9% | $4,048+88.0% | $4,139+83.8% |
| Admin fee / account holder | $1,873 | $6,500-71.2% | $8,703-78.5% | $7,234-74.1% |