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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 | $27,611 | $47,479-41.8% | $62,929-56.1% | $82,448-66.5% |
| Participation rate | 67.5% | 66.9%+0.6pp | 73.1%-5.6pp | 68.1%-0.6pp |
| Annual return | 21.56% | 20.34%+1.2pp | 1063.93%-1042.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,616 | $2,870+165.3% | $3,888+95.9% | $4,139+84.0% |
| Admin fee / account holder | $4,194 | $3,804+10.3% | $5,065-17.2% | $7,234-42.0% |