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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 | $61,685 | $65,395-5.7% | $182,558-66.2% | $72,976-15.5% |
| Participation rate | 45.8% | 65.4%-19.6pp | 78.0%-32.1pp | 69.5%-23.7pp |
| Annual return | 20.08% | 27.68%-7.6pp | 148.59%-128.5pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,052 | $3,563-42.4% | $5,526-62.9% | $3,608-43.1% |
| Admin fee / account holder | $20,412 | $4,245+380.9% | $8,594+137.5% | $5,124+298.4% |