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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 | $79,568 | $116,203-31.5% | $93,621-15.0% | $152,909-48.0% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.8%-14.3pp | 82.5%-20.9pp |
| Annual return | 15.62% | 35.96%-20.3pp | 32.76%-17.1pp | 345.46%-329.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,392 | $4,605-48.1% | $4,070-41.2% | $5,851-59.1% |
| Admin fee / account holder | $9,555 | $10,751-11.1% | $7,890+21.1% | $11,601-17.6% |