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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 | $31,238 | $63,354-50.7% | $94,105-66.8% | $82,637-62.2% |
| Participation rate | 67.9% | 63.8%+4.0pp | 71.9%-4.1pp | 68.1%-0.2pp |
| Annual return | 15.22% | 34.36%-19.1pp | 204.55%-189.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,056 | $2,873-63.3% | $3,881-72.8% | $4,126-74.4% |
| Admin fee / account holder | $470 | $5,073-90.7% | $6,199-92.4% | $7,339-93.6% |