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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 | $69,793 | $61,338+13.8% | $149,717-53.4% | $71,495-2.4% |
| Participation rate | 31.7% | 62.5%-30.8pp | 78.8%-47.1pp | 67.9%-36.3pp |
| Annual return | 18.63% | 35.86%-17.2pp | 134.41%-115.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,244 | $2,919-23.1% | $5,682-60.5% | $4,291-47.7% |
| Admin fee / account holder | $1,455 | $1,263+15.2% | $13,213-89.0% | $1,588-8.4% |