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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 | $55,726 | $43,749+27.4% | $158,223-64.8% | $65,306-14.7% |
| Participation rate | 21.8% | 56.9%-35.1pp | 79.2%-57.4pp | 57.7%-35.9pp |
| Annual return | 14.09% | 19.41%-5.3pp | 52.09%-38.0pp | 21.94%-7.8pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,187 | $2,019-41.2% | $5,467-78.3% | $2,959-59.9% |
| Admin fee / account holder | $2,840 | $1,930+47.1% | $16,047-82.3% | $3,480-18.4% |