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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 | $75,938 | $63,082+20.4% | $81,726-7.1% | $79,856-4.9% |
| Participation rate | 32.6% | 67.5%-35.0pp | 72.0%-39.4pp | 69.6%-37.1pp |
| Annual return | 22.21% | 22.66%-0.5pp | 29.49%-7.3pp | 31.71%-9.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,052 | $2,780-62.2% | $7,108-85.2% | $3,741-71.9% |
| Admin fee / account holder | $4,574 | $4,428+3.3% | $5,160-11.4% | $5,306-13.8% |