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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 | $36,712 | $61,338-40.1% | $149,717-75.5% | $71,495-48.7% |
| Participation rate | 36.2% | 62.5%-26.3pp | 78.8%-42.6pp | 67.9%-31.7pp |
| Annual return | 33.69% | 35.86%-2.2pp | 134.41%-100.7pp | 28.85%+4.8pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,853 | $2,919-36.5% | $5,682-67.4% | $4,291-56.8% |
| Admin fee / account holder | $7,519 | $1,263+495.4% | $13,213-43.1% | $1,588+373.5% |