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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 | $104,000 | $52,580+97.8% | $71,671+45.1% | $70,126+48.3% |
| Participation rate | 63.2% | 60.9%+2.4pp | 68.7%-5.5pp | 69.5%-6.3pp |
| Annual return | 12.82% | 20.25%-7.4pp | 20.65%-7.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,602 | $2,386-32.9% | $3,438-53.4% | $3,332-51.9% |
| Admin fee / account holder | $14,193 | $3,653+288.5% | $5,558+155.3% | $4,645+205.5% |