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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 | $63,550 | $62,672+1.4% | $185,117-65.7% | $70,126-9.4% |
| Participation rate | 39.5% | 63.8%-24.2pp | 77.3%-37.7pp | 69.5%-30.0pp |
| Annual return | 16.09% | 40.79%-24.7pp | 40.50%-24.4pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,763 | $3,272-15.5% | $5,045-45.2% | $3,332-17.1% |
| Admin fee / account holder | $357 | $3,932-90.9% | $8,159-95.6% | $4,645-92.3% |