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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 | $77,298 | $51,184+51.0% | $66,439+16.3% | $86,983-11.1% |
| Participation rate | 67.4% | 68.5%-1.1pp | 74.5%-7.1pp | 69.5%-2.2pp |
| Annual return | 12.78% | 17.07%-4.3pp | 757.66%-744.9pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,653 | $2,927+298.1% | $3,876+200.6% | $4,194+177.9% |
| Admin fee / account holder | $352 | $4,154-91.5% | $6,173-94.3% | $7,856-95.5% |