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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 | $76,875 | $111,814-31.2% | $103,378-25.6% | $145,978-47.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.16% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,167 | $5,618-61.4% | $5,058-57.2% | $6,690-67.6% |
| Admin fee / account holder | $14,014 | $9,764+43.5% | $8,401+66.8% | $13,400+4.6% |