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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 | $73,014 | $114,712-36.3% | $173,730-58.0% | $87,485-16.5% |
| Participation rate | 35.4% | 73.0%-37.6pp | 79.6%-44.2pp | 68.9%-33.5pp |
| Annual return | 17.32% | 20.18%-2.9pp | 19.96%-2.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,747 | $4,642-40.8% | $6,326-56.6% | $4,274-35.7% |
| Admin fee / account holder | $10,672 | $10,210+4.5% | $17,523-39.1% | $7,775+37.3% |