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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 | $102,416 | $143,969-28.9% | $199,883-48.8% | $82,637+23.9% |
| Participation rate | 66.7% | 84.1%-17.5pp | 86.8%-20.1pp | 68.1%-1.4pp |
| Annual return | 13.42% | 25.67%-12.2pp | 43.81%-30.4pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,489 | $6,937-49.7% | $9,138-61.8% | $4,126-15.4% |
| Admin fee / account holder | $4,341 | $14,597-70.3% | $17,268-74.9% | $7,339-40.9% |