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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 | $59,538 | $48,327+23.2% | $67,575-11.9% | $80,935-26.4% |
| Participation rate | 65.2% | 66.4%-1.2pp | 72.9%-7.7pp | 67.7%-2.4pp |
| Annual return | 21.83% | 18.31%+3.5pp | 3528.98%-3507.2pp | 35.66%-13.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,520 | $2,927+20.2% | $4,003-12.1% | $4,299-18.1% |
| Admin fee / account holder | $20,598 | $3,692+457.9% | $3,993+415.9% | $6,924+197.5% |