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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 | $94,826 | $72,492+30.8% | $87,104+8.9% | $72,975+29.9% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.7pp |
| Annual return | 21.31% | 24.46%-3.1pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,222 | $3,270-32.0% | $4,048-45.1% | $3,608-38.4% |
| Admin fee / account holder | $1,173 | $5,055-76.8% | $7,491-84.3% | $5,124-77.1% |