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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 | $87,863 | $74,535+17.9% | $100,712-12.8% | $82,637+6.3% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 13.62% | 18.92%-5.3pp | 33.27%-19.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,545 | $3,074-17.2% | $4,085-37.7% | $4,126-38.3% |
| Admin fee / account holder | $3,125 | $6,576-52.5% | $9,256-66.2% | $7,339-57.4% |