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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 | $86,940-36.7% | $102,434-46.2% | $80,935-32.0% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 25.08% | 18.89%+6.2pp | 29.46%-4.4pp | 35.66%-10.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,211 | $4,121-46.4% | $5,055-56.3% | $4,299-48.6% |
| Admin fee / account holder | $4,497 | $8,047-44.1% | $9,462-52.5% | $6,924-35.1% |