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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 | $61,591 | $53,127+15.9% | $86,597-28.9% | $70,131-12.2% |
| Participation rate | 51.9% | 65.3%-13.5pp | 73.5%-21.7pp | 69.5%-17.7pp |
| Annual return | 13.50% | 27.66%-14.2pp | 964.96%-951.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,809 | $2,696-32.9% | $3,609-49.9% | $3,332-45.7% |
| Admin fee / account holder | $2,753 | $3,585-23.2% | $4,906-43.9% | $4,645-40.7% |