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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 | $71,030 | $46,596+52.4% | $64,099+10.8% | $75,181-5.5% |
| Participation rate | 17.0% | 65.9%-49.0pp | 72.3%-55.3pp | 67.2%-50.2pp |
| Annual return | 14.33% | 26.04%-11.7pp | 33.70%-19.4pp | 160.69%-146.4pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $900 | $2,837-68.3% | $3,881-76.8% | $4,126-78.2% |
| Admin fee / account holder | $7,073 | $2,954+139.4% | $3,070+130.4% | $5,650+25.2% |