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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 | $64,118 | $47,848+34.0% | $81,473-21.3% | $70,126-8.6% |
| Participation rate | 20.0% | 58.3%-38.3pp | 68.0%-48.0pp | 69.5%-49.5pp |
| Annual return | 23.43% | 27.25%-3.8pp | 38.78%-15.4pp | 73.15%-49.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,278 | $2,453-47.9% | $3,537-63.9% | $3,332-61.6% |
| Admin fee / account holder | $27,242 | $3,145+766.2% | $4,561+497.2% | $4,645+486.4% |