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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 | $58,518 | $45,050+29.9% | $63,018-7.1% | $70,126-16.6% |
| Participation rate | 28.9% | 69.5%-40.6pp | 74.8%-45.9pp | 69.5%-40.6pp |
| Annual return | 16.97% | 18.76%-1.8pp | 87.62%-70.6pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,119 | $2,466-14.0% | $3,330-36.4% | $3,332-36.4% |
| Admin fee / account holder | $16,573 | $2,834+484.8% | $3,601+360.3% | $4,645+256.8% |