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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 | $53,931 | $41,016+31.5% | $152,093-64.5% | $64,097-15.9% |
| Participation rate | 17.5% | 51.3%-33.9pp | 77.8%-60.3pp | 55.2%-37.7pp |
| Annual return | 14.89% | 39.60%-24.7pp | 66.36%-51.5pp | 34.64%-19.8pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $997 | $1,927-48.3% | $5,451-81.7% | $3,080-67.6% |
| Admin fee / account holder | $3,371 | $2,305+46.2% | $14,497-76.7% | $3,454-2.4% |