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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 | $28,670 | $74,535-61.5% | $100,712-71.5% | $82,637-65.3% |
| Participation rate | 61.3% | 61.2%+0.1pp | 69.3%-8.0pp | 68.1%-6.8pp |
| Annual return | 15.51% | 18.92%-3.4pp | 33.27%-17.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,039 | $3,074-33.7% | $4,085-50.1% | $4,126-50.6% |
| Admin fee / account holder | $1,140 | $6,576-82.7% | $9,256-87.7% | $7,339-84.5% |