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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 | $69,999 | $77,460-9.6% | $100,378-30.3% | $80,925-13.5% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 66.79% | 37.24%+29.6pp | 49.41%+17.4pp | 35.65%+31.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,213 | $6,818+35.1% | $8,087+13.9% | $4,299+114.3% |
| Admin fee / account holder | $1,695 | $5,887-71.2% | $7,899-78.5% | $6,940-75.6% |