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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 | $168,434 | $71,230+136.5% | $93,727+79.7% | $80,959+108.0% |
| Participation rate | 40.7% | 60.4%-19.7pp | 68.7%-28.0pp | 67.7%-26.9pp |
| Annual return | 15.40% | 11.26%+4.1pp | 133.83%-118.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,866 | $4,037-4.3% | $4,417-12.5% | $4,300-10.1% |
| Admin fee / account holder | $51,969 | $6,961+646.6% | $8,292+526.8% | $6,925+650.4% |