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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 | $81,416 | $130,294-37.5% | $170,028-52.1% | $71,495+13.9% |
| Participation rate | 55.8% | 86.2%-30.4pp | 87.0%-31.2pp | 67.9%-12.1pp |
| Annual return | 21.13% | 20.36%+0.8pp | 53.39%-32.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,788-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,987 | $6,928-28.0% | $10,409-52.1% | $4,291+16.2% |
| Admin fee / account holder | $7,260 | $966+651.3% | $12,820-43.4% | $1,588+357.3% |