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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 | $26,697 | $54,541-51.1% | $78,778-66.1% | $70,126-61.9% |
| Participation rate | 59.3% | 60.8%-1.5pp | 69.2%-9.9pp | 69.5%-10.3pp |
| Annual return | 15.08% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,525 | $2,210+14.2% | $2,958-14.6% | $3,332-24.2% |
| Admin fee / account holder | $25,394 | $3,709+584.7% | $5,134+394.6% | $4,645+446.6% |