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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 | $72,751 | $51,736+40.6% | $120,225-39.5% | $67,986+7.0% |
| Participation rate | 18.5% | 46.1%-27.6pp | 69.6%-51.1pp | 57.2%-38.7pp |
| Annual return | 14.05% | 31.98%-17.9pp | 439.23%-425.2pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,238 | $2,206+1.5% | $3,999-44.0% | $3,358-33.4% |
| Admin fee / account holder | $1,485 | $4,159-64.3% | $5,696-73.9% | $3,203-53.6% |