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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 | $82,036 | $122,258-32.9% | $199,883-59.0% | $64,097+28.0% |
| Participation rate | 62.6% | 79.0%-16.4pp | 86.8%-24.1pp | 55.2%+7.4pp |
| Annual return | 15.57% | 24.91%-9.3pp | 43.81%-28.2pp | 34.64%-19.1pp |
| Employer contribution / active EE | $0 | $4,242-100.0% | $6,261-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $4,725 | $6,258-24.5% | $9,138-48.3% | $3,080+53.4% |
| Admin fee / account holder | $14,250 | $3,882+267.1% | $17,268-17.5% | $3,454+312.5% |