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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 | $146,372 | $71,197+105.6% | $93,669+56.3% | $80,925+80.9% |
| Participation rate | 34.4% | 60.4%-26.0pp | 68.7%-34.4pp | 67.7%-33.3pp |
| Annual return | 13.55% | 11.27%+2.3pp | 133.59%-120.0pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,717 | $4,036-57.5% | $4,416-61.1% | $4,299-60.1% |
| Admin fee / account holder | $64,769 | $6,959+830.7% | $8,291+681.2% | $6,940+833.3% |