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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 | $73,938 | $101,795-27.4% | $165,100-55.2% | $80,959-8.7% |
| Participation rate | 67.9% | 71.8%-4.0pp | 78.6%-10.8pp | 67.7%+0.2pp |
| Annual return | 11.51% | 16.73%-5.2pp | 70.21%-58.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,113 | $4,476-8.1% | $6,035-31.9% | $4,300-4.4% |
| Admin fee / account holder | $3,131 | $8,221-61.9% | $12,696-75.3% | $6,925-54.8% |