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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 | $37,739 | $70,684-46.6% | $169,390-77.7% | $75,173-49.8% |
| Participation rate | 68.4% | 64.8%+3.6pp | 77.2%-8.8pp | 67.2%+1.2pp |
| Annual return | 15.25% | 36.38%-21.1pp | 406.07%-390.8pp | 160.72%-145.5pp |
| Employer contribution / active EE | $436 | $2,211-80.3% | $4,013-89.1% | $2,671-83.7% |
| Participant deferral / active EE | $2,203 | $4,310-48.9% | $6,222-64.6% | $4,126-46.6% |
| Admin fee / account holder | $5,245 | $5,404-2.9% | $9,015-41.8% | $5,651-7.2% |