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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 | $72,061 | $94,031-23.4% | $115,768-37.8% | $82,448-12.6% |
| Participation rate | 26.5% | 70.4%-43.9pp | 74.4%-47.9pp | 68.1%-41.6pp |
| Annual return | 22.55% | 20.61%+1.9pp | 100.46%-77.9pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,119 | $3,972-46.6% | $4,917-56.9% | $4,139-48.8% |
| Admin fee / account holder | $1,621 | $10,249-84.2% | $12,439-87.0% | $7,234-77.6% |