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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 | $26,567 | $34,316-22.6% | $74,723-64.4% | $72,976-63.6% |
| Participation rate | 57.5% | 42.4%+15.1pp | 54.5%+3.0pp | 69.5%-12.0pp |
| Annual return | 18.53% | 26.58%-8.0pp | 753.18%-734.6pp | 81.02%-62.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,101 | $1,272-13.4% | $1,962-43.9% | $3,608-69.5% |
| Admin fee / account holder | $1,914 | $2,125-9.9% | $3,335-42.6% | $5,124-62.7% |