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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 | $63,551 | $56,287+12.9% | $80,977-21.5% | $62,881+1.1% |
| Participation rate | 66.7% | 68.9%-2.3pp | 75.8%-9.1pp | 69.3%-2.6pp |
| Annual return | 6.42% | 22.13%-15.7pp | 17.11%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,469 | $4,196-41.1% | $5,696-56.6% | $3,203-22.9% |
| Admin fee / account holder | $630 | $3,742-83.2% | $5,517-88.6% | $4,296-85.3% |