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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 | $40,238 | $48,118-16.4% | $136,833-70.6% | $94,015-57.2% |
| Participation rate | 36.8% | 47.4%-10.6pp | 59.0%-22.2pp | 70.8%-34.0pp |
| Annual return | 14.95% | 14.65%+0.3pp | 35.32%-20.4pp | 17.84%-2.9pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $926 | $1,651-43.9% | $2,441-62.1% | $4,249-78.2% |
| Admin fee / account holder | $12,117 | $3,059+296.1% | $4,706+157.5% | $8,951+35.4% |