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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 | $69,374 | $41,016+69.1% | $152,093-54.4% | $64,097+8.2% |
| Participation rate | 20.0% | 51.3%-31.3pp | 77.8%-57.8pp | 55.2%-35.2pp |
| Annual return | 14.64% | 39.60%-25.0pp | 66.36%-51.7pp | 34.64%-20.0pp |
| Employer contribution / active EE | $147 | $1,342-89.1% | $4,175-96.5% | $1,891-92.2% |
| Participant deferral / active EE | $967 | $1,927-49.8% | $5,451-82.3% | $3,080-68.6% |
| Admin fee / account holder | $9,144 | $2,305+296.7% | $14,497-36.9% | $3,454+164.7% |