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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 | $67,829 | $62,672+8.2% | $185,117-63.4% | $70,126-3.3% |
| Participation rate | 7.4% | 63.8%-56.4pp | 77.3%-69.9pp | 69.5%-62.1pp |
| Annual return | 23.89% | 40.79%-16.9pp | 40.50%-16.6pp | 73.15%-49.3pp |
| Employer contribution / active EE | $76 | $1,753-95.7% | $4,182-98.2% | $2,343-96.8% |
| Participant deferral / active EE | $1,333 | $3,272-59.2% | $5,045-73.6% | $3,332-60.0% |
| Admin fee / account holder | $402 | $3,932-89.8% | $8,159-95.1% | $4,645-91.4% |