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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 | $46,280 | $34,316+34.9% | $74,722-38.1% | $72,975-36.6% |
| Participation rate | 40.0% | 42.4%-2.4pp | 54.5%-14.5pp | 69.5%-29.5pp |
| Annual return | 19.02% | 26.58%-7.6pp | 753.11%-734.1pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,540 | $1,272+21.1% | $1,963-21.5% | $3,608-57.3% |
| Admin fee / account holder | $5,438 | $2,125+155.9% | $3,335+63.1% | $5,124+6.1% |