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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 | $96,560 | $109,782-12.0% | $260,467-62.9% | $94,015+2.7% |
| Participation rate | 38.2% | 67.2%-29.0pp | 80.5%-42.2pp | 70.8%-32.6pp |
| Annual return | 72.92% | 18.60%+54.3pp | 100.60%-27.7pp | 17.84%+55.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,867 | $4,044-29.1% | $6,319-54.6% | $4,249-32.5% |
| Admin fee / account holder | $7,392 | $11,958-38.2% | $15,461-52.2% | $8,951-17.4% |