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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 | $62,247 | $49,791+25.0% | $78,210-20.4% | $70,126-11.2% |
| Participation rate | 25.9% | 62.3%-36.4pp | 68.7%-42.8pp | 69.5%-43.6pp |
| Annual return | 14.81% | 20.75%-5.9pp | 40.90%-26.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,570 | $2,150-27.0% | $2,823-44.4% | $3,332-52.9% |
| Admin fee / account holder | $7,767 | $3,181+144.2% | $3,758+106.6% | $4,645+67.2% |