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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 | $76,572 | $58,493+30.9% | $84,021-8.9% | $72,975+4.9% |
| Participation rate | 61.8% | 61.2%+0.5pp | 69.0%-7.3pp | 69.5%-7.7pp |
| Annual return | 20.69% | 28.93%-8.2pp | 71.32%-50.6pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,717 | $2,394-28.3% | $3,239-47.0% | $3,608-52.4% |
| Admin fee / account holder | $43,636 | $4,569+855.1% | $6,102+615.2% | $5,124+751.6% |