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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 | $29,746 | $62,672-52.5% | $185,117-83.9% | $70,126-57.6% |
| Participation rate | 51.4% | 63.8%-12.3pp | 77.3%-25.8pp | 69.5%-18.1pp |
| Annual return | 17.54% | 40.79%-23.2pp | 40.50%-23.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,162 | $3,272-64.5% | $5,045-77.0% | $3,332-65.1% |
| Admin fee / account holder | $2,838 | $3,932-27.8% | $8,159-65.2% | $4,645-38.9% |