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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 | $86,354 | $84,953+1.6% | $163,379-47.1% | $82,637+4.5% |
| Participation rate | 37.5% | 65.9%-28.4pp | 76.8%-39.3pp | 68.1%-30.6pp |
| Annual return | 20.28% | 23.07%-2.8pp | 63.41%-43.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,381 | $4,326-45.0% | $6,282-62.1% | $4,126-42.3% |
| Admin fee / account holder | $788 | $7,921-90.0% | $9,818-92.0% | $7,339-89.3% |