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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 | $55,071 | $86,949-36.7% | $102,460-46.3% | $80,959-32.0% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 25.08% | 18.89%+6.2pp | 29.47%-4.4pp | 35.67%-10.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,211 | $4,121-46.4% | $5,056-56.3% | $4,300-48.6% |
| Admin fee / account holder | $4,497 | $8,048-44.1% | $9,460-52.5% | $6,925-35.1% |