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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 | $33,466 | $65,555-48.9% | $86,216-61.2% | $75,173-55.5% |
| Participation rate | 27.1% | 60.5%-33.4pp | 69.0%-41.9pp | 67.2%-40.1pp |
| Annual return | 28.48% | 46.07%-17.6pp | 1169.42%-1140.9pp | 160.72%-132.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,346 | $3,023-55.5% | $3,986-66.2% | $4,126-67.4% |
| Admin fee / account holder | $1,150 | $5,469-79.0% | $6,853-83.2% | $5,651-79.7% |