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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 | $28,730 | $48,053-40.2% | $84,628-66.1% | $72,975-60.6% |
| Participation rate | 29.4% | 57.6%-28.2pp | 68.2%-38.8pp | 69.5%-40.1pp |
| Annual return | 23.26% | 37.39%-14.1pp | 258.80%-235.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,000 | $2,681-62.7% | $3,900-74.3% | $3,608-72.3% |
| Admin fee / account holder | $404 | $3,395-88.1% | $4,914-91.8% | $5,124-92.1% |