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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 | $29,284 | $54,541-46.3% | $78,778-62.8% | $70,126-58.2% |
| Participation rate | 14.8% | 60.8%-46.0pp | 69.2%-54.4pp | 69.5%-54.7pp |
| Annual return | 40.04% | 21.07%+19.0pp | 35.62%+4.4pp | 73.15%-33.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,434 | $2,210-35.1% | $2,958-51.5% | $3,332-57.0% |
| Admin fee / account holder | $9,664 | $3,709+160.6% | $5,134+88.2% | $4,645+108.0% |