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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 | $162,111 | $115,225+40.7% | $100,712+61.0% | $138,895+16.7% |
| Participation rate | 31.6% | 74.3%-42.8pp | 69.3%-37.7pp | 79.9%-48.3pp |
| Annual return | 11.71% | 40.35%-28.6pp | 33.27%-21.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,694 | $4,699-63.9% | $4,085-58.5% | $6,396-73.5% |
| Admin fee / account holder | $45,018 | $10,844+315.1% | $9,256+386.4% | $12,562+258.4% |