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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 | $60,419 | $89,370-32.4% | $141,197-57.2% | $72,976-17.2% |
| Participation rate | 50.9% | 75.1%-24.2pp | 82.5%-31.6pp | 69.5%-18.6pp |
| Annual return | 23.07% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,320 | $5,419-1.8% | $6,710-20.7% | $3,608+47.4% |
| Admin fee / account holder | $14,635 | $5,957+145.7% | $10,265+42.6% | $5,124+185.6% |