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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 | $60,600 | $71,197-14.9% | $93,669-35.3% | $80,925-25.1% |
| Participation rate | 51.8% | 60.4%-8.6pp | 68.7%-16.9pp | 67.7%-15.9pp |
| Annual return | 19.53% | 11.27%+8.3pp | 133.59%-114.1pp | 35.65%-16.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,216 | $4,036-45.1% | $4,416-49.8% | $4,299-48.4% |
| Admin fee / account holder | $869 | $6,959-87.5% | $8,291-89.5% | $6,940-87.5% |