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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 | $97,870 | $89,259+9.6% | $107,187-8.7% | $82,637+18.4% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.4pp | 68.1%-39.5pp |
| Annual return | 18.82% | 21.02%-2.2pp | 204.55%-185.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,902 | $4,037-52.9% | $5,096-62.7% | $4,126-53.9% |
| Admin fee / account holder | $4,505 | $7,381-39.0% | $9,162-50.8% | $7,339-38.6% |