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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 | $53,701 | $57,140-6.0% | $85,240-37.0% | $80,959-33.7% |
| Participation rate | 38.2% | 56.4%-18.2pp | 67.5%-29.3pp | 67.7%-29.4pp |
| Annual return | 11.03% | 21.71%-10.7pp | 66.75%-55.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $249 | $1,802-86.2% | $2,735-90.9% | $2,757-91.0% |
| Participant deferral / active EE | $1,151 | $3,115-63.1% | $4,527-74.6% | $4,300-73.2% |
| Admin fee / account holder | $40,308 | $4,992+707.5% | $6,165+553.8% | $6,925+482.0% |