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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 | $75,215 | $48,053+56.5% | $84,628-11.1% | $72,975+3.1% |
| Participation rate | 45.3% | 57.6%-12.3pp | 68.2%-22.9pp | 69.5%-24.2pp |
| Annual return | 20.88% | 37.39%-16.5pp | 258.80%-237.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,619 | $2,681+35.0% | $3,900-7.2% | $3,608+0.3% |
| Admin fee / account holder | $1,705 | $3,395-49.8% | $4,914-65.3% | $5,124-66.7% |