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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 | $59,855 | $52,639+13.7% | $185,117-67.7% | $62,293-3.9% |
| Participation rate | 24.8% | 63.9%-39.1pp | 77.3%-52.5pp | 69.5%-44.7pp |
| Annual return | 15.13% | 19.57%-4.4pp | 40.50%-25.4pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,274 | $3,097-58.9% | $5,045-74.7% | $3,169-59.8% |
| Admin fee / account holder | $3,353 | $374+797.4% | $8,159-58.9% | $479+599.5% |