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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 | $28,823 | $46,877-38.5% | $122,354-76.4% | $70,126-58.9% |
| Participation rate | 22.2% | 58.2%-36.0pp | 71.6%-49.4pp | 69.5%-47.3pp |
| Annual return | 17.88% | 24.22%-6.3pp | 30.28%-12.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,444 | $2,167-33.4% | $3,287-56.1% | $3,332-56.7% |
| Admin fee / account holder | $17,055 | $3,324+413.1% | $5,479+211.3% | $4,645+267.1% |