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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 | $50,466 | $87,834-42.5% | $133,975-62.3% | $62,881-19.7% |
| Participation rate | 69.2% | 83.4%-14.1pp | 87.1%-17.8pp | 69.3%-0.1pp |
| Annual return | 16.61% | 12.05%+4.6pp | 29.29%-12.7pp | 20.14%-3.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,603 | $4,812-25.1% | $6,282-42.6% | $3,203+12.5% |
| Admin fee / account holder | $814 | $5,372-84.9% | $9,324-91.3% | $4,296-81.1% |