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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 | $71,477 | $77,569-7.9% | $115,599-38.2% | $64,097+11.5% |
| Participation rate | 32.2% | 60.7%-28.4pp | 74.3%-42.1pp | 55.2%-23.0pp |
| Annual return | 14.70% | 18.52%-3.8pp | 111.10%-96.4pp | 34.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,678 | $3,327-49.6% | $4,889-65.7% | $3,080-45.5% |
| Admin fee / account holder | $10,133 | $4,470+126.7% | $12,841-21.1% | $3,454+193.3% |