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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 | $63,173 | $48,078+31.4% | $78,676-19.7% | $62,881+0.5% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 5.61% | 31.36%-25.7pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,134 | $2,587-17.5% | $3,517-39.3% | $3,203-33.4% |
| Admin fee / account holder | $18,221 | $3,206+468.4% | $4,510+304.0% | $4,296+324.2% |