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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 | $32,572 | $41,016-20.6% | $152,093-78.6% | $64,097-49.2% |
| Participation rate | 67.0% | 51.3%+15.6pp | 77.8%-10.8pp | 55.2%+11.8pp |
| Annual return | 14.79% | 39.60%-24.8pp | 66.36%-51.6pp | 34.64%-19.9pp |
| Employer contribution / active EE | $71 | $1,342-94.7% | $4,175-98.3% | $1,891-96.3% |
| Participant deferral / active EE | $2,169 | $1,927+12.5% | $5,451-60.2% | $3,080-29.6% |
| Admin fee / account holder | $4,435 | $2,305+92.4% | $14,497-69.4% | $3,454+28.4% |