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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 | $29,115 | $56,894-48.8% | $84,753-65.6% | $62,881-53.7% |
| Participation rate | 15.2% | 68.5%-53.4pp | 76.6%-61.4pp | 69.3%-54.2pp |
| Annual return | 7.83% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,404 | $2,709-48.2% | $3,712-62.2% | $3,203-56.2% |
| Admin fee / account holder | $20,026 | $3,581+459.2% | $5,333+275.5% | $4,296+366.2% |