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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 | $66,100 | $62,672+5.5% | $185,117-64.3% | $70,124-5.7% |
| Participation rate | 60.7% | 63.8%-3.1pp | 77.3%-16.6pp | 69.5%-8.8pp |
| Annual return | 13.98% | 40.79%-26.8pp | 40.50%-26.5pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,221 | $3,272+29.0% | $5,045-16.3% | $3,332+26.7% |
| Admin fee / account holder | $1,552 | $3,932-60.5% | $8,159-81.0% | $4,645-66.6% |