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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 | $81,685 | $51,202+59.5% | $70,548+15.8% | $75,181+8.7% |
| Participation rate | 17.6% | 61.0%-43.3pp | 68.3%-50.7pp | 67.2%-49.6pp |
| Annual return | 18.83% | 30.05%-11.2pp | 32.78%-13.9pp | 160.69%-141.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $965 | $2,850-66.1% | $4,567-78.9% | $4,126-76.6% |
| Admin fee / account holder | $3,133 | $4,094-23.5% | $6,424-51.2% | $5,650-44.5% |