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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 | $175,357 | $84,236+108.2% | $170,435+2.9% | $70,126+150.1% |
| Participation rate | 53.3% | 70.8%-17.5pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 16.15% | 23.06%-6.9pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,216 | $3,086-28.2% | $4,939-55.1% | $3,332-33.5% |
| Admin fee / account holder | $8,295 | $5,698+45.6% | $13,881-40.2% | $4,645+78.6% |