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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 | $87,662 | $81,476+7.6% | $102,383-14.4% | $80,925+8.3% |
| Participation rate | 37.3% | 66.8%-29.6pp | 74.5%-37.2pp | 67.7%-30.4pp |
| Annual return | 16.10% | 25.59%-9.5pp | 24.94%-8.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,067 | $3,871-46.6% | $5,060-59.1% | $4,299-51.9% |
| Admin fee / account holder | $2,220 | $6,717-66.9% | $8,391-73.5% | $6,940-68.0% |