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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 | $86,919+107.4% | $102,457+75.9% | $80,911+122.8% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 13.29% | 18.90%-5.6pp | 29.41%-16.1pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,359 | $4,119-42.7% | $5,054-53.3% | $4,297-45.1% |
| Admin fee / account holder | $22,713 | $8,049+182.2% | $9,451+140.3% | $6,935+227.5% |