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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 | $50,675 | $74,535-32.0% | $100,712-49.7% | $82,637-38.7% |
| Participation rate | 65.6% | 61.2%+4.5pp | 69.3%-3.7pp | 68.1%-2.4pp |
| Annual return | 15.91% | 18.92%-3.0pp | 33.27%-17.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,967 | $3,074-3.5% | $4,085-27.4% | $4,126-28.1% |
| Admin fee / account holder | $2,644 | $6,576-59.8% | $9,256-71.4% | $7,339-64.0% |