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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 | $75,599 | $46,534+62.5% | $64,097+17.9% | $75,177+0.6% |
| Participation rate | 53.5% | 65.9%-12.5pp | 72.3%-18.8pp | 67.2%-13.7pp |
| Annual return | 13.96% | 26.07%-12.1pp | 33.75%-19.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,910 | $2,835+37.9% | $3,881+0.7% | $4,126-5.3% |
| Admin fee / account holder | $631 | $2,957-78.7% | $3,070-79.4% | $5,651-88.8% |