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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 | $87,654 | $84,953+3.2% | $163,379-46.3% | $82,637+6.1% |
| Participation rate | 30.8% | 65.9%-35.2pp | 76.8%-46.1pp | 68.1%-37.3pp |
| Annual return | 16.96% | 23.07%-6.1pp | 63.41%-46.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,309 | $4,326-46.6% | $6,282-63.2% | $4,126-44.0% |
| Admin fee / account holder | $1,759 | $7,921-77.8% | $9,818-82.1% | $7,339-76.0% |