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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 | $23,732 | $45,087-47.4% | $69,483-65.8% | $72,976-67.5% |
| Participation rate | 31.9% | 68.5%-36.6pp | 74.6%-42.7pp | 69.5%-37.6pp |
| Annual return | 22.73% | 22.67%+0.1pp | 28.99%-6.3pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,703 | $2,603-34.6% | $3,537-51.8% | $3,608-52.8% |
| Admin fee / account holder | $3,438 | $3,057+12.5% | $3,841-10.5% | $5,124-32.9% |