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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 | $26,205 | $63,819-58.9% | $57,736-54.6% | $139,456-81.2% |
| Participation rate | 66.7% | 65.7%+0.9pp | 64.8%+1.9pp | 80.3%-13.7pp |
| Annual return | 21.77% | 27.50%-5.7pp | 43.59%-21.8pp | 373.45%-351.7pp |
| Employer contribution / active EE | $0 | $2,754-100.0% | $2,452-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,479 | $5,353+95.7% | $4,672+124.3% | $6,711+56.1% |
| Admin fee / account holder | $3,203 | $1,300+146.4% | $1,502+113.2% | $11,407-71.9% |