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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 | $74,514 | $58,577+27.2% | $83,323-10.6% | $64,181+16.1% |
| Participation rate | 55.3% | 72.0%-16.7pp | 77.8%-22.4pp | 69.6%-14.2pp |
| Annual return | -5.49% | 9.65%-15.1pp | 10.63%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,020 | $4,654+72.3% | $5,565+44.1% | $3,470+131.2% |
| Admin fee / account holder | $11,341 | $9,275+22.3% | $7,539+50.4% | $4,887+132.0% |