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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 | $70,102 | $62,672+11.9% | $185,117-62.1% | $70,1260% |
| Participation rate | 44.7% | 63.8%-19.0pp | 77.3%-32.5pp | 69.5%-24.8pp |
| Annual return | 17.59% | 40.79%-23.2pp | 40.50%-22.9pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,534 | $3,272+69.2% | $5,045+9.7% | $3,332+66.1% |
| Admin fee / account holder | $5,676 | $3,932+44.4% | $8,159-30.4% | $4,645+22.2% |