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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 | $70,171 | $65,034+7.9% | $90,970-22.9% | $79,856-12.1% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.0%-15.7pp | 69.6%-16.3pp |
| Annual return | 10.97% | 30.45%-19.5pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,638 | $2,512-34.8% | $3,373-51.4% | $3,741-56.2% |
| Admin fee / account holder | $13,807 | $4,536+204.4% | $5,961+131.6% | $5,306+160.2% |