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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 | $70,367 | $117,746-40.2% | $256,809-72.6% | $69,733+0.9% |
| Participation rate | 25.3% | 77.1%-51.8pp | 88.5%-63.2pp | 62.5%-37.2pp |
| Annual return | 15.79% | 18.13%-2.3pp | 32.73%-16.9pp | 15.22%+0.6pp |
| Employer contribution / active EE | $0 | $4,123-100.0% | $7,263-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,317 | $5,632-58.9% | $9,520-75.7% | $3,054-24.1% |
| Admin fee / account holder | $3,330 | $4,334-23.2% | $25,146-86.8% | $3,102+7.3% |