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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 | $75,404 | $56,287+34.0% | $80,977-6.9% | $62,881+19.9% |
| Participation rate | 63.6% | 68.9%-5.3pp | 75.8%-12.2pp | 69.3%-5.7pp |
| Annual return | 7.76% | 22.13%-14.4pp | 17.11%-9.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $18 | $1,943-99.1% | $3,715-99.5% | $2,281-99.2% |
| Participant deferral / active EE | $2,483 | $4,196-40.8% | $5,696-56.4% | $3,203-22.5% |
| Admin fee / account holder | $1,778 | $3,742-52.5% | $5,517-67.8% | $4,296-58.6% |