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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 | $52,196 | $41,016+27.3% | $152,093-65.7% | $64,097-18.6% |
| Participation rate | 16.8% | 51.3%-34.5pp | 77.8%-61.0pp | 55.2%-38.4pp |
| Annual return | 14.61% | 39.60%-25.0pp | 66.36%-51.7pp | 34.64%-20.0pp |
| Employer contribution / active EE | $192 | $1,342-85.7% | $4,175-95.4% | $1,891-89.9% |
| Participant deferral / active EE | $748 | $1,927-61.2% | $5,451-86.3% | $3,080-75.7% |
| Admin fee / account holder | $1,627 | $2,305-29.4% | $14,497-88.8% | $3,454-52.9% |