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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 | $73,945 | $65,246+13.3% | $98,716-25.1% | $67,986+8.8% |
| Participation rate | 48.1% | 51.4%-3.3pp | 69.3%-21.1pp | 57.2%-9.1pp |
| Annual return | 15.96% | 20.58%-4.6pp | 31.81%-15.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1 | $1,042-99.9% | $2,279-99.9% | $2,019-99.9% |
| Participant deferral / active EE | $2,981 | $2,594+14.9% | $4,048-26.3% | $3,358-11.2% |
| Admin fee / account holder | $1,929 | $4,561-57.7% | $8,703-77.8% | $3,203-39.8% |