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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 | $123,478-40.9% | $216,567-66.3% | $94,015-22.3% |
| Participation rate | 35.4% | 75.1%-39.7pp | 81.6%-46.3pp | 70.8%-35.4pp |
| Annual return | 17.32% | 23.61%-6.3pp | 12.94%+4.4pp | 17.84%-0.5pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,747 | $4,556-39.7% | $6,191-55.6% | $4,249-35.3% |
| Admin fee / account holder | $10,672 | $12,753-16.3% | $21,981-51.4% | $8,951+19.2% |