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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 | $145,656 | $73,787+97.4% | $98,716+47.6% | $82,448+76.7% |
| Participation rate | 27.5% | 61.4%-33.9pp | 69.3%-41.8pp | 68.1%-40.6pp |
| Annual return | 14.45% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $178 | $1,511-88.2% | $2,279-92.2% | $2,551-93.0% |
| Participant deferral / active EE | $2,046 | $3,081-33.6% | $4,048-49.4% | $4,139-50.6% |
| Admin fee / account holder | $27,625 | $6,500+325.0% | $8,703+217.4% | $7,234+281.9% |