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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 | $27,347 | $55,453-50.7% | $170,435-84.0% | $62,293-56.1% |
| Participation rate | 49.5% | 66.4%-16.8pp | 83.6%-34.1pp | 69.5%-20.0pp |
| Annual return | 13.48% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,641 | $2,303-28.7% | $4,939-66.8% | $3,169-48.2% |
| Admin fee / account holder | $12,160 | $455+2572.2% | $13,881-12.4% | $479+2436.8% |