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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 | $98,671 | $95,453+3.4% | $112,040-11.9% | $82,448+19.7% |
| Participation rate | 46.0% | 72.8%-26.8pp | 76.5%-30.5pp | 68.1%-22.1pp |
| Annual return | 12.54% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,545 | $4,224-39.8% | $5,098-50.1% | $4,139-38.5% |
| Admin fee / account holder | $12,272 | $9,013+36.2% | $12,098+1.4% | $7,234+69.6% |