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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 | $43,496-25.1% | $161,489-79.8% | $64,340-49.4% |
| Participation rate | 67.0% | 53.5%+13.4pp | 78.7%-11.7pp | 55.2%+11.7pp |
| Annual return | 14.79% | 20.76%-6.0pp | 89.72%-74.9pp | 24.14%-9.4pp |
| Employer contribution / active EE | $71 | $1,431-95.0% | $4,268-98.3% | $1,862-96.2% |
| Participant deferral / active EE | $2,169 | $1,996+8.7% | $5,630-61.5% | $2,980-27.2% |
| Admin fee / account holder | $4,435 | $2,330+90.3% | $16,006-72.3% | $3,703+19.8% |