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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 | $11,754 | $57,590-79.6% | $86,233-86.4% | $82,448-85.7% |
| Participation rate | 55.3% | 57.9%-2.6pp | 69.0%-13.8pp | 68.1%-12.8pp |
| Annual return | 25.21% | 22.41%+2.8pp | 61.39%-36.2pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,777 | $3,080-9.8% | $4,559-39.1% | $4,139-32.9% |
| Admin fee / account holder | $1,851 | $4,730-60.9% | $8,342-77.8% | $7,234-74.4% |