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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 | $59,683 | $57,057+4.6% | $85,009-29.8% | $80,874-26.2% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 18.70% | 21.66%-3.0pp | 66.47%-47.8pp | 35.62%-16.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,081 | $3,112-65.3% | $4,522-76.1% | $4,297-74.8% |
| Admin fee / account holder | $16,526 | $4,986+231.4% | $6,153+168.6% | $6,935+138.3% |