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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 | $74,764 | $57,140+30.8% | $85,240-12.3% | $80,959-7.7% |
| Participation rate | 14.7% | 56.4%-41.7pp | 67.5%-52.8pp | 67.7%-53.0pp |
| Annual return | 12.11% | 21.71%-9.6pp | 66.75%-54.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,705 | $3,115-45.3% | $4,527-62.3% | $4,300-60.3% |
| Admin fee / account holder | $11,767 | $4,992+135.7% | $6,165+90.9% | $6,925+69.9% |