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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 | $54,698 | $48,364+13.1% | $71,796-23.8% | $62,881-13.0% |
| Participation rate | 40.0% | 60.6%-20.6pp | 69.1%-29.1pp | 69.3%-29.3pp |
| Annual return | 14.07% | 13.16%+0.9pp | 78.04%-64.0pp | 20.14%-6.1pp |
| Employer contribution / active EE | $153 | $1,042-85.3% | $1,924-92.0% | $2,281-93.3% |
| Participant deferral / active EE | $1,416 | $2,091-32.3% | $2,794-49.3% | $3,203-55.8% |
| Admin fee / account holder | $2,600 | $3,771-31.1% | $4,815-46.0% | $4,296-39.5% |