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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 | $79,641 | $62,672+27.1% | $185,117-57.0% | $70,124+13.6% |
| Participation rate | 67.9% | 63.8%+4.1pp | 77.3%-9.4pp | 69.5%-1.7pp |
| Annual return | 17.52% | 40.79%-23.3pp | 40.50%-23.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,143 | $3,272+26.6% | $5,045-17.9% | $3,332+24.3% |
| Admin fee / account holder | $449 | $3,932-88.6% | $8,159-94.5% | $4,645-90.3% |