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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 | $69,138 | $51,606+34.0% | $129,339-46.5% | $80,911-14.5% |
| Participation rate | 54.7% | 57.0%-2.2pp | 69.6%-14.9pp | 67.6%-12.9pp |
| Annual return | 13.80% | 20.76%-7.0pp | 9437.05%-9423.2pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,253 | $2,669+134.3% | $4,170+49.9% | $4,297+45.5% |
| Admin fee / account holder | $3,545 | $4,310-17.7% | $7,668-53.8% | $6,935-48.9% |