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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 | $46,000 | $77,901-41.0% | $149,717-69.3% | $75,181-38.8% |
| Participation rate | 68.6% | 65.6%+3.0pp | 78.8%-10.2pp | 67.2%+1.4pp |
| Annual return | 26.25% | 31.73%-5.5pp | 134.41%-108.2pp | 160.69%-134.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,483 | $3,411+60.8% | $5,682-3.5% | $4,126+32.9% |
| Admin fee / account holder | $2,609 | $5,949-56.1% | $13,213-80.3% | $5,650-53.8% |