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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 | $79,112 | $65,361+21.0% | $92,903-14.8% | $72,983+8.4% |
| Participation rate | 57.5% | 68.3%-10.8pp | 76.0%-18.5pp | 69.5%-12.0pp |
| Annual return | 19.64% | 42.11%-22.5pp | 109.43%-89.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,730 | $3,128-44.7% | $4,238-59.2% | $3,608-52.0% |
| Admin fee / account holder | $1,704 | $4,251-59.9% | $5,795-70.6% | $5,124-66.7% |