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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 | $85,652 | $62,672+36.7% | $185,117-53.7% | $70,126+22.1% |
| Participation rate | 61.2% | 63.8%-2.6pp | 77.3%-16.0pp | 69.5%-8.3pp |
| Annual return | 19.69% | 40.79%-21.1pp | 40.50%-20.8pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,511 | $3,272+160.2% | $5,045+68.7% | $3,332+155.5% |
| Admin fee / account holder | $4,276 | $3,932+8.8% | $8,159-47.6% | $4,645-8.0% |