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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 | $112,317 | $69,977+60.5% | $108,582+3.4% | $62,881+78.6% |
| Participation rate | 27.1% | 72.9%-45.8pp | 79.6%-52.5pp | 69.3%-42.2pp |
| Annual return | 4.83% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,770 | $3,165-12.5% | $4,311-35.8% | $3,203-13.5% |
| Admin fee / account holder | $1,216 | $5,076-76.0% | $7,645-84.1% | $4,296-71.7% |