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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 | $64,561 | $45,079+43.2% | $69,461-7.1% | $72,983-11.5% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.6%-14.6pp | 69.5%-9.5pp |
| Annual return | 16.53% | 22.65%-6.1pp | 28.97%-12.4pp | 81.01%-64.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,804 | $2,603+7.7% | $3,536-20.7% | $3,608-22.3% |
| Admin fee / account holder | $20,746 | $3,056+578.9% | $3,840+440.3% | $5,124+304.9% |