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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 | $82,802 | $62,672+32.1% | $185,117-55.3% | $70,126+18.1% |
| Participation rate | 61.3% | 63.8%-2.5pp | 77.3%-16.0pp | 69.5%-8.2pp |
| Annual return | 18.53% | 40.79%-22.3pp | 40.50%-22.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,436 | $3,272-25.5% | $5,045-51.7% | $3,332-26.9% |
| Admin fee / account holder | $2,074 | $3,932-47.2% | $8,159-74.6% | $4,645-55.4% |