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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 | $180,261 | $86,940+107.3% | $102,434+76.0% | $80,935+122.7% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 13.29% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,359 | $4,121-42.8% | $5,055-53.3% | $4,299-45.1% |
| Admin fee / account holder | $22,713 | $8,047+182.2% | $9,462+140.0% | $6,924+228.0% |