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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 | $78,382 | $68,586+14.3% | $120,380-34.9% | $80,911-3.1% |
| Participation rate | 60.5% | 61.6%-1.1pp | 71.9%-11.4pp | 67.6%-7.2pp |
| Annual return | 15.78% | 23.62%-7.8pp | 107.28%-91.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,470 | $3,174-53.7% | $4,992-70.5% | $4,297-65.8% |
| Admin fee / account holder | $1,477 | $5,733-74.2% | $9,421-84.3% | $6,935-78.7% |