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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 | $82,240 | $58,493+40.6% | $84,021-2.1% | $72,975+12.7% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 69.5%-69.5pp |
| Annual return | 23.06% | 28.93%-5.9pp | 71.32%-48.3pp | 81.01%-58.0pp |
| Employer contribution / active EE | $110 | $1,163-90.5% | $1,984-94.5% | $2,440-95.5% |
| Participant deferral / active EE | $2,646 | $2,394+10.5% | $3,239-18.3% | $3,608-26.7% |
| Admin fee / account holder | $5,819 | $4,569+27.4% | $6,102-4.6% | $5,124+13.6% |