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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 | $83,517 | $53,128+57.2% | $86,581-3.5% | $70,124+19.1% |
| Participation rate | 41.5% | 65.3%-23.8pp | 73.5%-32.1pp | 69.5%-28.1pp |
| Annual return | 16.73% | 27.66%-10.9pp | 965.06%-948.3pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $904 | $2,695-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $1,177 | $3,584-67.2% | $4,904-76.0% | $4,645-74.7% |