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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 | $25,295 | $60,442-58.1% | $96,754-73.9% | $87,485-71.1% |
| Participation rate | 38.6% | 58.7%-20.1pp | 70.3%-31.6pp | 68.9%-30.3pp |
| Annual return | 86.32% | 21.97%+64.3pp | 82.04%+4.3pp | 26.06%+60.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,891 | $3,280-11.9% | $4,758-39.2% | $4,274-32.3% |
| Admin fee / account holder | $15,125 | $5,069+198.4% | $8,905+69.9% | $7,775+94.5% |