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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 | $65,993 | $48,364+36.5% | $71,796-8.1% | $62,881+4.9% |
| Participation rate | 63.7% | 60.6%+3.1pp | 69.1%-5.4pp | 69.3%-5.6pp |
| Annual return | 9.02% | 13.16%-4.1pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,416 | $2,091+63.3% | $2,794+22.2% | $3,203+6.6% |
| Admin fee / account holder | $2,945 | $3,771-21.9% | $4,815-38.8% | $4,296-31.4% |