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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 | $66,212 | $52,306+26.6% | $69,779-5.1% | $62,881+5.3% |
| Participation rate | 60.0% | 67.2%-7.2pp | 71.8%-11.8pp | 69.3%-9.3pp |
| Annual return | 8.91% | 13.35%-4.4pp | 12.99%-4.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,818 | $2,395-24.1% | $2,931-38.0% | $3,203-43.2% |
| Admin fee / account holder | $4,040 | $3,691+9.5% | $4,381-7.8% | $4,296-5.9% |