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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 | $163,742 | $89,370+83.2% | $141,197+16.0% | $72,976+124.4% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 21.54% | 111.88%-90.3pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,382 | $5,419+17.8% | $6,710-4.9% | $3,608+76.9% |
| Admin fee / account holder | $2,878 | $5,957-51.7% | $10,265-72.0% | $5,124-43.8% |