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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 | $32,310 | $89,370-63.8% | $141,197-77.1% | $72,976-55.7% |
| Participation rate | 30.3% | 75.1%-44.8pp | 82.5%-52.2pp | 69.5%-39.2pp |
| Annual return | 25.03% | 111.88%-86.8pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,660 | $5,419-50.9% | $6,710-60.4% | $3,608-26.3% |
| Admin fee / account holder | $2,849 | $5,957-52.2% | $10,265-72.2% | $5,124-44.4% |