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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 | $65,924 | $52,639+25.2% | $185,117-64.4% | $62,293+5.8% |
| Participation rate | 47.5% | 63.9%-16.4pp | 77.3%-29.8pp | 69.5%-22.1pp |
| Annual return | 21.28% | 19.57%+1.7pp | 40.50%-19.2pp | 28.90%-7.6pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,123 | $3,097+33.1% | $5,045-18.3% | $3,169+30.1% |
| Admin fee / account holder | $3,799 | $374+916.8% | $8,159-53.4% | $479+692.6% |