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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 | $66,969 | $62,672+6.9% | $185,117-63.8% | $70,124-4.5% |
| Participation rate | 29.8% | 63.8%-34.0pp | 77.3%-47.5pp | 69.5%-39.8pp |
| Annual return | 13.91% | 40.79%-26.9pp | 40.50%-26.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $104 | $1,753-94.1% | $4,182-97.5% | $2,342-95.6% |
| Participant deferral / active EE | $1,227 | $3,272-62.5% | $5,045-75.7% | $3,332-63.2% |
| Admin fee / account holder | $12,871 | $3,932+227.4% | $8,159+57.7% | $4,645+177.1% |