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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 | $92,054 | $71,197+29.3% | $93,669-1.7% | $80,925+13.8% |
| Participation rate | 64.5% | 60.4%+4.1pp | 68.7%-4.2pp | 67.7%-3.1pp |
| Annual return | 10.32% | 11.27%-1.0pp | 133.59%-123.3pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,796 | $4,036-55.5% | $4,416-59.3% | $4,299-58.2% |
| Admin fee / account holder | $38,317 | $6,959+450.6% | $8,291+362.1% | $6,940+452.1% |