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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 | $93,874 | $81,487+15.2% | $102,412-8.3% | $80,935+16.0% |
| Participation rate | 15.4% | 66.8%-51.5pp | 74.5%-59.1pp | 67.7%-52.3pp |
| Annual return | 10.90% | 25.60%-14.7pp | 24.94%-14.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,224 | $3,871-42.5% | $5,060-56.0% | $4,299-48.3% |
| Admin fee / account holder | $2,614 | $6,717-61.1% | $8,388-68.8% | $6,924-62.2% |