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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 | $115,324 | $76,407+50.9% | $150,298-23.3% | $82,448+39.9% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 13.25% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,848 | $3,214-42.5% | $5,453-66.1% | $4,139-55.4% |
| Admin fee / account holder | $18,628 | $6,352+193.3% | $14,116+32.0% | $7,234+157.5% |