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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 | $25,887 | $77,920-66.8% | $149,723-82.7% | $75,177-65.6% |
| Participation rate | 58.6% | 65.6%-7.0pp | 78.8%-20.2pp | 67.2%-8.6pp |
| Annual return | 13.71% | 31.72%-18.0pp | 134.50%-120.8pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,431 | $3,411-58.1% | $5,682-74.8% | $4,126-65.3% |
| Admin fee / account holder | $1,459 | $5,951-75.5% | $13,215-89.0% | $5,651-74.2% |