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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 | $69,096 | $58,493+18.1% | $84,023-17.8% | $72,976-5.3% |
| Participation rate | 51.6% | 61.2%-9.6pp | 69.0%-17.4pp | 69.5%-17.9pp |
| Annual return | 16.94% | 28.93%-12.0pp | 71.32%-54.4pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,778 | $2,394-25.7% | $3,239-45.1% | $3,608-50.7% |
| Admin fee / account holder | $2,001 | $4,569-56.2% | $6,102-67.2% | $5,124-61.0% |