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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 | $150,119 | $103,038+45.7% | $90,324+66.2% | $152,909-1.8% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 15.63% | 95.25%-79.6pp | 78.15%-62.5pp | 345.46%-329.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,176 | $4,282+114.3% | $3,885+136.2% | $5,851+56.8% |
| Admin fee / account holder | $9,275 | $6,177+50.1% | $5,356+73.2% | $11,601-20.0% |