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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 | $147,657 | $62,672+135.6% | $185,117-20.2% | $70,126+110.6% |
| Participation rate | 35.2% | 63.8%-28.6pp | 77.3%-42.1pp | 69.5%-34.4pp |
| Annual return | 15.59% | 40.79%-25.2pp | 40.50%-24.9pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,231 | $3,272-31.8% | $5,045-55.8% | $3,332-33.0% |
| Admin fee / account holder | $1,776 | $3,932-54.8% | $8,159-78.2% | $4,645-61.8% |