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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 | $38,710 | $71,197-45.6% | $93,669-58.7% | $80,925-52.2% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.7%-7.1pp |
| Annual return | 15.16% | 11.27%+3.9pp | 133.59%-118.4pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,415 | $4,036-64.9% | $4,416-67.9% | $4,299-67.1% |
| Admin fee / account holder | $381 | $6,959-94.5% | $8,291-95.4% | $6,940-94.5% |